Category Archives: Estate Planning

According to a study sponsored by U.S. Trust, owners of ultra-high-net-worth (UHNW) family businesses remain...

Although distributions from a Roth 401(k) or Roth 403(b) account have always been eligible for...

When a decedent dies owning stock in a closely held corporation or partnership, the valuation...

Real estate is an integral part of many savers’ retirement portfolios, even when not part...

The Pension Protection Act of 2006 (signed into law in August 2006) changed the documentation...

It’s August 2007 and Congress is not in session, but once they return, they have...

Employer retirement plan liability can stem from plan choice (e.g., a traditional “defined benefit” pension...

Morningstar has posted their top 10 list of estate planning mistakes at http://news.morningstar.com/articlenet/article.aspx?id=197757… Of those,...

A brand new Tax Court Memo ruling gives us yet another glimpse into how the...

Carpe Opportunitatem: Think Beyond PPA’06-Required Participant Communications By Lydia Moore, Sibson Consulting, a Division of...

Facebook