News & Resources

Planning with GoFundMe Accounts Crowdfunding donation sites have become very popular in the last few years.  These sites allow individuals to set up pages and ask third parties to make donations to a particular account for a...

Trump and Biden Tax Plans The presidential election is only a few days away, and the candidates are Donald Trump, who is the current President and a Republican, and Joe Biden, who is a former Vice President and a Democrat....

SLATs Are The Hot Estate Planning Tool In 2020 In the last article, we talked about GRATs, which are Grantor Retained Annuity Trusts. In this article, we are going to talk about SLATs, which are Spousal Limited Access Trusts....

Considerations for Non-Spousal Beneficiaries of Roth IRAs We had previously discussed various issues pertaining to Roth IRAs and your options if you are the spouse of an individual who passed away and owned a Roth IRA. For...