Category Archives: Estate Planning

Worried About Challenges to Your Estate Plan? Make It No Contest

Estate planning is all about protecting your family and ensuring that your wealth is distributed per your wishes. So, the idea that someone might challenge your estate plan can be disconcerting. One strategy for protecting your plan is to include a “no-contest” clause in your will or revocable trust (or both). What’s a No-Contest Clause?…
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The Stretch IRA: A Simple Yet Powerful Estate Planning Tool

The IRA’s value as a retirement planning tool is well known: IRA assets compound on a tax-deferred (or, in the case of a Roth IRA, tax-free) basis, which can help build a more substantial nest egg. But if you don’t need an IRA to fund your retirement, you can use it as an estate planning…
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Are Your Retirement Savings Secure From Creditors?

A primary goal of estate planning is asset protection. After all, no matter how well your estate plan is designed, it won’t do much good if you wind up with no wealth to share with your family. If you have significant assets in employer-sponsored retirement plans or IRAs, it’s important to understand the extent to…
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