In this changing and challenging economy, many people have had to confront the fact that the traditional “model” of retirement has changed. Many people had planned to retire with a nest egg only to see it substantially reduced. The...
Over the past several years as we have been maturing in the estate and exit planning practice, we are noticing a definite trend in our clients. When clients first come to us, it is an exercise in the documents...
The big news this year is Roth Conversions. For 2010, there are no income limitations for a person to convert their regular IRA to a Roth. The question is, ‘Should you do it?’ That demands a typical lawyer’s answer…..It...
One would think that people who are successful in their businesses would be equally successful in protecting their wealth for future generations. However, the average successful business owner (a difficult breed to find in these times) are not well...
With the end of the year coming, it is a great time to start organizing. Organizing does not just mean getting things cleaned out of an attic or garage. It also means gathering and organizing the important documents that...
With the changing economy, security and trust are at a premium. The desire for families to preserve their wealth has become more and more commonplace not matter what the size of the estate. Federal estate tax exemptions increased January...
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