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The Blog

Should You Name a Trust as an IRA Beneficiary?

Posted by RAA on Sep 6, 2017 2:28:47 PM


Contrary to popular belief, there are times when two rights can make a wrong. Both trusts and IRAs are important components of any estate plan, and there are compelling reasons to use each one.

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Topics: Estate Planning

Using Trusts to Manage the Distribution of Your Estate

Posted by Michael Kane on May 26, 2017 12:45:59 PM


When tailored to the unique needs of your family, trusts are one of the best ways to protect and execute the plans you’ve made on behalf of your beneficiaries.

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Topics: Estate Planning

5 Common Misconceptions About Estate Planning

Posted by Brad Bridgewater on Apr 21, 2017 2:52:12 PM


Most of us know someone who has been affected by the death of a loved one who didn’t leave a plan for his or her wishes. These situations are very difficult, and can inflict real emotional and financial damage on families.

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Topics: Estate Planning

10 Key Responsibilities of an Executor

Posted by Michael Kane on Feb 24, 2017 2:53:21 PM


Being chosen as the executor of an estate is both an honor and an enormous responsibility.

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Topics: Estate Planning

Seven Key Roles and Responsibilities of a Trustee

Posted by Michael Kane on Jan 27, 2017 2:34:09 PM


As the title suggests, the job of a trustee requires a person to perform certain duties in a way that is honest, ethical, and trustworthy.

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Topics: Estate Planning

6 Items to Include in Your Estate Plan

Posted by Brad Bridgewater on Nov 23, 2016 11:29:31 AM


Perhaps no other aspect of retirement planning is as overwhelming as creating an estate plan. It’s hard to anticipate every eventuality, and it’s even harder to make decisions regarding your family’s future that don’t include you.

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Topics: Estate Planning

Charitable Contributions from IRAs

Posted by RAA on Nov 3, 2016 5:00:00 PM


The Pension Protection Act of 2006 first allowed taxpayers age 70½ or older to make tax-free charitable donations directly from their IRAs. Technically, these taxpayers were allowed to exclude from gross income otherwise taxable distributions from their IRA (“qualified charitable distributions,” or QCDs), up to $100,000, that were paid directly to a qualified charity.

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Topics: Estate Planning

Facing the Possibility of Incapacity

Posted by RAA on Aug 7, 2016 4:00:00 PM


Even with today’s medical miracles, it’s a real possibility that you or your spouse could become incapable of handling your own medical or financial affairs. A serious illness or accident can happen suddenly at any age, such as a fall, head injury, or automobile accident.

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Topics: Estate Planning

Selecting an Executor

Posted by RAA on May 6, 2016 3:30:00 PM


An executor is a personal representative who acts for you after your death. You nominate or designate an executor in your will to settle your estate. The person chosen will act in your place to make decisions you would have made if you were still alive.

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Topics: Estate Planning

Charitable Trusts

Posted by RAA on Feb 7, 2016 2:00:00 PM


A charitable trust is a trust established for the dual purpose of donating to charity and providing for a non-charitable beneficiary (such as your children). When a charitable trust is used, the gift to charity is also referred to as a split-interest gift because the gift is split between a charitable beneficiary and a non-charitable beneficiary.

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Topics: Estate Planning