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Irrevocable Life Insurance Trusts Can Accomplish Many Estate Planning Goals

Irrevocable Life Insurance Trusts Can Accomplish Many Estate Planning Goals

by Brad Galbraith, Esq. | Apr 14, 2020 | Blog

Millions of Americans purchase life insurance as a way of providing for their loved ones after they pass away. Leaving life insurance death benefits directly to family members or other designated beneficiaries can involve certain risks. Estate taxes, exposure to...

What Does It Mean to Fund Your Trust Agreement?

What Does It Mean to Fund Your Trust Agreement?

by Brad Galbraith, Esq. | Apr 8, 2020 | Blog, Estate Planning

When creating your estate plan, your estate planning attorney may have helped you establish a trust agreement. Although you may think that you are done once your estate planning documents are signed, the next step in the process is to fund the trust you have created...

How to Use Standalone Retirement Trusts Within Your Estate Planning

How to Use Standalone Retirement Trusts Within Your Estate Planning

by Brad Galbraith, Esq. | Mar 26, 2020 | Blog, Estate Planning

Retirement assets take a lifetime to build, but they can be spent rather quickly by those who inherit them. An individual retirement account (IRA) is a perfect example. After decades of working, saving and investing, a retired account holder may leave unspent IRA...

Charitable Remainder Trusts Can Be an Attractive Alternative to New IRA and 401k Change

Charitable Remainder Trusts Can Be an Attractive Alternative to New IRA and 401k Change

by Brad Galbraith, Esq. | Mar 18, 2020 | Blog, Estate Planning, Retirement

Recent changes to federal provisions governing tax-qualified retirement accounts like 401ks and IRAs could spell disaster for those planning on leaving such accounts to their loved ones as an inheritance. A charitable remainder trust can be an attractive alternative...

Estate Planning is Critical for Millennials in 2020

Estate Planning is Critical for Millennials in 2020

by Brad Galbraith, Esq. | Mar 11, 2020 | Blog, Estate Planning

Working. Paying Bills. Paying taxes. Buying a home. Starting a family. Planning for the future. In the 21st Century vernacular, doing any or all of these things may be classified as "adulting". A recent survey shows that Millennials, who are new or relatively new to...

Life Changes Mean You May Need to Re-Evaluate Your Estate Plan

Life Changes Mean You May Need to Re-Evaluate Your Estate Plan

by Brad Galbraith, Esq. | Mar 3, 2020 | Blog, Estate Planning

Keeping your estate plan updated is just as crucial as creating one in the first place. Unfortunately, many people feel that they can simply create a plan once and then let it go from there. While this may be easier, it is not as effective and may not ensure that your...

Estate Planning Concerns When You Are Considering In Vitro Fertilization

Estate Planning Concerns When You Are Considering In Vitro Fertilization

by Brad Galbraith, Esq. | Feb 24, 2020 | Blog, Estate Planning

Did you know that, as of the year 2015, over one million children have been born in the United States through in vitro fertilization? This is an exciting opportunity for previously childless adults, but it does provide an interesting challenge to all estate planning....

How a Lawyer Can Help You Avoid These Common Estate Planning Mistakes

How a Lawyer Can Help You Avoid These Common Estate Planning Mistakes

by Brad Galbraith, Esq. | Feb 20, 2020 | Blog, Estate Planning

Despite all the best efforts, your estate plan might fail. All estate plans are unique, but if they fail, we often find they tend to fail for the same reasons. As long as you know what to be careful of and commit to working with an estate planning attorney you trust...

What is the Difference Between a Conduit Trust and an Accumulation Trust?

What is the Difference Between a Conduit Trust and an Accumulation Trust?

by Brad Galbraith, Esq. | Feb 13, 2020 | Blog, Estate Planning

Did you know conduit trusts and accumulation trusts are collectively known as “see through” trusts. They are special types of trusts. Through these trusts the IRS may look through the trust agreement to a “designated beneficiary” in order to determine whether the IRA...

If My Spouse Died in 2019, Is There Any Advantage to Disclaiming His or Her IRA?

If My Spouse Died in 2019, Is There Any Advantage to Disclaiming His or Her IRA?

by Brad Galbraith, Esq. | Feb 7, 2020 | Blog, Estate Planning

In our previous blogs to date, we have discussed the possible passage of The Secure Act. The Setting Every Community Up For Retirement Act, or the SECURE Act of 2019, continues to have the potential to help millions of Americans achieve their retirement savings goals....

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FLORIDA OFFICE

999 Vanderbilt Beach Rd., Suite 509
Naples, FL 34108
(239) 325-2300
(239) 325-1065

INDIANA OFFICE

5750 Castle Creek Parkway North Drive, Suite 350
Indianapolis, IN 46250
(317) 578-1400
(317) 578-0207

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