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Blog Posts in 2014

All Posts
  • November 2014 - Pitfalls of Improperly Naming Your Life Insurance Beneficiaries
    November 2014 - Pitfalls of Improperly Naming Your Life Insurance Beneficiaries

    November 2014 – Pitfalls of Improperly Naming Your Life Insurance Beneficiaries

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  • July 2014 - Inherited IRAs and Creditor Protection
    July 2014 - Inherited IRAs and Creditor Protection

    July 2014 – Inherited IRAs and Creditor Protection

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  • The Continued Viability of Using Bypass Trusts After the American Taxpayer Relief Act of 2012
    The Continued Viability of Using Bypass Trusts After the American Taxpayer Relief Act of 2012

    ATRA’s taxpayer benefits add—complexity and pitfalls—to estate planning THIS ARTICLE will look at the benefits of continuing to use a bypass trust as part of a married couple’s estate plan after the ...

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  • February 2014 - Estate Planning For Blended Families
    February 2014 - Estate Planning For Blended Families

    February 2014 – Estate Planning For Blended Families

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  • Tisser's Top Ten Items That Trigger an Estate Plan Review
    Tisser's Top Ten Items That Trigger an Estate Plan Review

    The following is a list of some events that would suggest your estate plan be reviewed. Of course, this list is not exhaustive; there are other items that would trigger a review of your estate plan. ...

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