My good friend Steve Hartnett, the Director of Education for the American Academy of Estate Planning Attorneys, has created a three part … [Read more...] about Advantages of Using a “Grantor Trust” in Planning
Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
This post is part of our continuing series on beneficiary designations for retirement accounts after the Secure Act. As you may know, the … [Read more...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
Beneficiary Designations and the SECURE Act: Prior Designations
This is the second in a series of blog posts from my friend Steve Hartnett, Director of Education for the American Academy of Estate … [Read more...] about Beneficiary Designations and the SECURE Act: Prior Designations
Beneficiary Designations and the SECURE Act Basics
Anyone who has worked with Clarity Legal Group has heard us say that estate planning is just as much about how your organize what you own as … [Read more...] about Beneficiary Designations and the SECURE Act Basics
Asserting Control and Exercising Care over Multigenerational Wealth
I wrote in my last post about using an asset protection trust to protect a specific beneficiary who might have need protection, for example … [Read more...] about Asserting Control and Exercising Care over Multigenerational Wealth
Families Gather in Novel Ways in Pandemic
COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. The disruptions from the social distancing … [Read more...] about Families Gather in Novel Ways in Pandemic
Estate Planning Conference Discusses SECURE Act and More
Those of you who attended our 2019 Clarity Legal Group® Annual Client Education Program heard our discussion and predictions regarding the … [Read more...] about Estate Planning Conference Discusses SECURE Act and More
The SECURE Act and What It Means for You
Those of you who attended our 2019 Clarity Legal Group® Annual Client Education Program heard our discussion and predictions regarding the … [Read more...] about The SECURE Act and What It Means for You
New Tax Proposal re: Retirement Savings
There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings … [Read more...] about New Tax Proposal re: Retirement Savings
