How to Fund a Testamentary Trust Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
Another IRA + Estate Tax Strategy Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
First things first, welcome back to the newsletter! It’s been quite some time since I’ve put this out, but it’s going to become a regular thing for me moving forward – a goal, not a resolution… :) And that commitment serves as the perfect transition to what I wanted to talk about today – goals vs. resolutions. We all know it’s that time of year where we reflect on the past year and look ahead to the new one, and…
How to “stretch” an IRA with a Charitable Remainder Trust Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
What is the Unlimited Marital Deduction? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
Real estate in trust. How to sell/refi? Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
Estate Taxes and the Unlimited Marital Deduction. Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
