Ask the Experts

Q: Should my client use an IRA Inheritance Trust as their primary beneficiary? A: The US Supreme court ruled this past June,… Read More

Q: I would like to know if the 60-day rule to IRA’s also applies to Uni-K/401K’s? This would be regarding a… Read More

Q: Why do most financial planners and attorneys refrain from stressing the importance of creating a credit by-pass trust through a… Read More

Q: What are the advantages of delaying social security? A: There are many factors to deciding when to take social security. Are… Read More

Q: In regard to 529’s, are the accounts regarded as probated assets to the individual who set them up upon their… Read More

Q: IRC 671-679 is not an easy read. Do you have a recommended checklist for tax review of a document for… Read More

Q: I have a real estate trust. There are 15 properties deeded to it, I’m the sole trustee and my wife… Read More

Q: The biggest question I have is, how do you find the individuals/families to reach out to? A: A) Everyone prospects differently… Read More

Q: I am establishing a Trust fund for my only daughter. I would like her acquisition of the trust to be… Read More

Q: Can you put property in which you own 50% title into a trust in the state of California? A: Yes,… Read More