Category: Estate Planning

Planning for College with 529 Plans

Written By Brittany Wrigley
Posted on December 20, 2019

Saving for your children’s education can be a daunting task.  This is particularly true today more than ever in light of the unprecedented and relentless rise in the cost of higher education.  For many parents, whether natural or adopted, great, Read More…

Posted in Estate Planning, Retirement Planning Trusts

Do You Have a Thrift Savings Plan? Learn About the Important New Rules Affecting All TSP

Written By Jonathan Osler
Posted on November 26, 2019

TSP: a common abbreviation for Trisodium Phosphate, Textured Soy Protein, and The Smashing Pumpkins.  At the risk of disappointing the readers, this article will not be discussing chemistry, food science, or the Grammy Award-winning alternative rock band.  Instead, this article Read More…

Posted in Estate Planning, Retirement Planning Trusts

We Avoided Probate. Great! Now What?

Written By Kenneth Dodl
Posted on September 2, 2019

Some thoughts on trust administration. Many of us have a pretty good idea of what is involved in a probate case when a loved one passes away because we have experienced it or because we know someone who has.  We Read More…

Posted in Estate Planning, Retirement Planning Trusts, Trust & Estate Administration

How to Avoid a Disastrous Will or Trust Contest

Written By Beth Ann Lawson
Posted on July 31, 2019

Content  provided by Wealthcounsel and edited by  Beth Ann R. Lawson, Esq. A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can prevent that Read More…

Posted in Estate Planning, Retirement Planning Trusts, Trust & Estate Administration

Proposed Changes to Inherited IRA Stretch Rules

Written By Eldridge Blanton
Posted on June 28, 2019

Article written by M. Eldridge Blanton, III, Esq. and Jeremy L. Pryor, Esq. On May 23, the U.S. House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act.  If its counterpart in the Senate is also Read More…

Posted in Estate Planning, Retirement Planning Trusts