Lee goes over how to stretch your IRA, making it last longer than your lifetime, passing on your wealth to your kids. This is a huge deal, being able to grow in a tax free environment. It’s a protected environment, meaning they can’t lose it in a
What paperwork do I need to protect my assets such as houses cash and some rentals? Dan, Connecticut It is difficult to protect your home with an entity, because as soon as you take it out of your name you loose many homestead and tax advantages. If you are married you can get some protection […]
When there was a death in the family, I used to tell my estate planning clients not to worry. I told them to take the time they needed to mourn. I could do this because an estate planning trust bought them additional time. Unfortunately, now a death
When there was a death in the family, I used to tell my estate planning clients not to worry. I told them to take the time they needed to mourn. I could do this because an estate planning trust bought them additional time. Unfortunately, now a death is nothing but an opportunity for identity thieves.
