Client asked: We are opening a new account. What information do we need to take with us to get the account opened in the name of our Revocable Living Trust? Take a copy of the signed Certificate …
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Recent Roth IRA articles
A couple great recent articles about Roth IRA planning from the Wall Street Journal. Leave a Roth IRA to Kiddies Almost as important is the question of whether you should convert to a Roth. Reasons …
How can I know I will not run out of money?
This may be one the biggest fears that anyone has? Can I afford to retire? Will I run out of money? This is seems to be especially prevalent during a difficult economy and volatile investment …
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What amount triggers a probate in Illinois?
Yesterday I had a client that lives in Illinois tell me that her broker recently told her to take the assets out of her Living Trust because "she did not have a million dollars, so she does not need a …
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Tell your Congressman they need to act to clarify tax policy!
We have a state of Limbo in tax policy right now. Steve Hartnett from the American Academy of Estate Planning Attorneys has explained it well in his recent blog post. Click here to read the AAEPA …
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