The Risks of Bad Advice
The Importance of Beneficiary Designations
The Secret Child
Estate Planning 101: The Five Most Important Clauses for Wills and Trusts
Ruder Ware's Elder Law Team Recognizes National Special Needs Law Month - Part 2
Everything You Need to Know About Beneficiary Designations
The Wonder Years - Rediscovering the Magic of Split Dollar Life Insurance
Lathrop GPM attorneys Allie Itami and Sara Hire will walk through key legal and tax considerations that arise when retirement accounts grow beyond personal retirement needs. From alternative investments to estate tax...more
Financial institutions and brokerage firms occasionally recommend that client accounts be structured as joint or beneficiary-designated accounts without full consideration of the impact on the client’s estate plan....more
Estate planning is a team effort and the lineup of individuals and professionals that you choose for your team roster will determine the integrity of your plan for years to come. An all-star lineup for your estate plan should...more
The holiday season is always a busy and eventful time, so you may have missed a new law that can impact how you plan for your retirement assets. On December 20, 2019, as part of a more comprehensive appropriations act, the...more