THE WONDER YEARS WEBINAR
THE WAY WE WERE
Mad Dogs and Panameños!
It's (Not) Too Late, Baby!
FATHER KNOWS BEST
THE WONDER YEARS - Rediscovering the Magic of Split Dollar Life Insurance
Buy-Sell Agreements and Their Place in an Asset Protection Plan
Investment Management Roundtable Discussion – Personal Estate Planning
As a member of your company’s human resources or employee benefits department, one of the most difficult calls you may receive is from a colleague or an employee’s family member notifying you of the death of an employee. This...more
Dear Jonathan: I just completed the probate of my late brother’s will. I was the personal representative he appointed to act on behalf of his estate. This was not a pleasant experience and in fact, was quite the opposite and...more
This is my third and final article addressing what needs to be done after a person passes away. Part 1 addressed what a person needs to do prior to the decedent’s funeral. Part 2 addressed those things that don’t typically...more
What is an Estate Plan? An Estate Plan is a set of legal documents that memorialize how you want your assets distributed at your death. A good Estate Plan will also include documents that provide for options to manage...more
IRS Rules Appointment of Special Trustee and Special Trustee’s Subsequent Exercise of Power to Limit or Eliminate Trust Beneficiary’s Testamentary General Power of Appointment Will Not Constitute Exercise or Release for...more