May 31st, 2015
Introduction Family limited partnerships (“FLPs”) and family limited liability companies (“LLCs”) have been a mainstay of estate and related planning for decades. FLPs and LLCs (collectively, “FLPs”) could have […]
May 28th, 2015
Many people facing the challenges of Parkinson’s disease, multiple sclerosis, or any one of a myriad of other chronic illnesses may need to cut back on work or retire early […]
May 26th, 2015
Introduction What steps can solo professional practitioners take to address succession planning? If you as a solo practitioner become incapacitated, who can step in to assist? What happens to […]
June 24th, 2014
Sometimes it can be incredibly useful to have another arrow in your planning quiver. Consider the following: A trust is set up to provide for your surviving spouse, your third […]
June 24th, 2014
Understand Your Power We’re talking financial concepts not Ayurvedic. You’re planning for retirement and what will hopefully be decades of exiting “later life” following. You coordinate your financial and estate […]
June 24th, 2014
The Simple Old Days In the simple days of yore a trust had a trustee. That trustee was the only “fiduciary” named. While that might have been simple, it wasn’t […]