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February 7, 2019

You may have just spent the holidays with your parents and noticed that your dad keeps losing his keys or that your mom often repeats phrases or stories in the same conversation. Or, your parents may currently be in great health.

Regardless, we highly encourage you to f...

September 26, 2017

Not literally. But, in a very real sense you do. What does a Will do? One thing it does is it determines who gets certain things that you own when you die. The beneficiary form on your life insurance policies and retirement plans also determine who gets certain things...

May 9, 2017

Final Thoughts on Retirement Plans for Estate Planning

This is the last part in this series on the interaction of retirement plans and estate planning, and I wanted to leave you with a few thoughts and suggestions:

Grandkids

  • Consider the grandkids!  Children do not be...

March 15, 2017

Asset Protection for Retirement Plans in South Carolina ….

Everything you need to know in only 1 page !

Unlike most other assets, retirement plans are heavily protected in South Carolina.  An IRA is currently protected up to nearly $1.3Million.  401(k)s and similar...

January 4, 2017

Retaining Governmental Benefits and Getting the Stretch

In Part 1, I discussed the staggering monetary potential a beneficiary of certain inherited retirement plans is capable of achieving if the beneficiary “stretches” that plan over their lifetime.  Most beneficiaries...

November 10, 2016

In Part 1, I discussed the staggering monetary potential a beneficiary of certain inherited retirement plans is capable of achieving if the beneficiary stretches that plan over their lifetime.  Most beneficiaries, however, just don’t do it. It doesn’t happen for a vari...

August 3, 2016

Why Name a Trust as the Beneficiary of a Retirement Plan

One of the most powerful tools provided to a beneficiary is the ability to “stretch” certain inherited retirement plans.  So, when meeting with certain clients, I will often show them the monetary potential that t...

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