Month: April 2014
April 16, 2014
Recent article on 5 biggest common planning mistakes
In a recent article, CNBC’s Shelly Schwartz discusses what the article says are the five biggest common estate planning errors….
April 7, 2014
Woebling case on “intentionally defective grantor trusts”
In a post updating the status of the Commissioner v. Woebling, Bob Keebler summarizes the strategy behind intentionally defective grantor trusts, why they…
April 3, 2014
Shielding Inherited IRAs from Creditors
In a recent WSJ Wealth Advisor article, Arden Dale discusses techniques used for protection of inherited IRAs. Since several state courts have ruled…
