Blog Posts in February, 2012

  • For Clients, Advisors and Community. In March and May, 2011, I wrote blog articles about the asset protection aspects of inherited IRAs. This article describes current developments involving tax aspects of inherited IRAs. What is so important about inherited IRAs? With careful planning, the beneficiary of an inherited IRA (typically a child) has the opportunity to defer income taxes (with ...
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  • For Clients, Advisors and Community. Do you have a vacation home? Perhaps you celebrate every Christmas at a mountain lodge built by Grandpa, take the kids on a spring break to a beachside condo, or spend summer weekends at the old farmhouse so the little ones can catch fireflies. How do you pass on your vacation home to the next generation so that everyone still enjoys spending time together ...
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