Archive for July, 2010
Wednesday, July 28th, 2010
Many of my South Florida clients ask me if they should consider adding a charitable remainder trust (CRT) to their estate plan without actually understanding what it truly is and what it actually accomplishes. There are two types of charitable remainder trusts: a charitable remainder annuity trust (CRAT) and a ...
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Tuesday, July 27th, 2010
For those of you out there that believed that the IRA you inherited from your parents is sheltered from creditors, litigators and divorce, you may be in for a rude awakening. Regarding creditor protection for inherited IRAs, the Supreme Court of Florida has recently ruled that a debtor's inherited IRA ...
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Monday, July 26th, 2010
Buy it now $21.99 $10.99 Get your life organized with the best workbook available! Paperwork and personal information isn't always easy to find, and organizing your records can seem like an intimidating task. But, whether you need to organize records for yourself, your family or your executor, ...
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