by designonetest | Oct 19, 2015 | Estate Planning
And you thought you had to wait until Halloween to celebrate something. Think again! In 2008 the National Association of Estate Planners & Councils (NAEPC), in conjunction with Rep. Mike Thompson (D-CA) and 49 of his colleagues, helped pass a law which declared...
by designonetest | Oct 19, 2015 | Estate Planning, retirement planning
The results of a study recently conducted by Texas Tech University revealed that the ability to make smart financial decisions peaks at age 50. The subsequent post-age-50 decline was observed in both men and women, making both sexes similarly susceptible to financial...
by designonetest | Sep 29, 2015 | Estate Planning, retirement planning
If you are remarried or soon to be remarried (or know someone who is), then you should read this blog post. You should pay special attention if you are remarried to a person who has less assets than you. You will learn about a commonly used technique that can save you...
by designonetest | Sep 17, 2015 | Estate Planning
It is not easy to disinherit your spouse in the United States. People commonly use their estate plans to disinherit brothers, sisters, nieces, nephews, and even their very own children and grandchildren. However, in Florida, and the majority of states and the District...
by designonetest | Sep 15, 2015 | Estate Planning
Though it is common for many wines to improve as they age, the same is not true for some irrevocable trusts. Perhaps you are the beneficiary of a trust created by your great grandfather sixty years ago that no longer makes sense. Or maybe you created an irrevocable...
