Qualified Plans
Posted on October 31, 2011
12 Scary Beneficiary Designation Mistakes
It’s Halloween, and tonight kids of all ages will be dressed in an assortment of costumes, many designed to frighten. What frightens…
Categories
Category: Life Insurance
Posted on December 28, 2010
Operation of Law: Coordinate your Will and Property Ownership, etc.
You know the importance of having a will. If you die “intestate” (without a will in legal language), your state’s laws will…
Categories
Category: Real Property
Posted on October 29, 2010
Is Your 403(b) Account Safe from Creditors?
403(b) plans are employee-funded retirement savings plans offered by educational institutions and 501(c)(3) charitable organization. While the plans of private schools are…
Categories
Category: Retirement
Posted on August 2, 2010
What Will Happen to Your Retirement Accounts After You Are Gone?
When Trusts Meet Retirement Accounts, a recent article on WSJ.com, explains the benefits of using a trust to pass on IRAs and…
Categories
Category: Trusts
