Category archives: Beneficiary Designations

Have You Unknowingly Disinherited Your Grandchildren?

401(k), Estate Planning, Beneficiary Designations, IRA

Have You Unknowingly Disinherited Your Grandchildren?

by on Feb. 22, 2017

The NY Post published an article a number of years ago that was a stark reminder of the importance of checking your beneficiary designations.  “A Brooklyn man says he was left destitute when his late wife’s pension, worth nearly $1 million, was awarded to his sister-in-law on a technicality…The Friedmans...
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Have You Unknowingly Disinherited Your Grandchildren?

by on Feb. 22, 2017

The NY Post published an article a number of years ago that was a stark reminder of the importance of checking your beneficiary designations.  “A Brooklyn man says he was left destitute when his late wife’s pension, worth nearly $1 million, was awarded to his sister-in-law on a technicality…The Friedmans...
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Have You Unknowingly Disinherited Your Grandchildren?
How the 1% Reduces Taxes, Retains Wealth, and Still Gives to Charity

Charitable Giving, Comprehensive Financial Planning, Beneficiary Designations, Taxes

How the 1% Reduces Taxes, Retains Wealth, and Still Gives to Charity

by on May 15, 2015

A charitable lead trust (CLT) is not for the faint of heart or weak of wallet. In fact, it is most suitable for those who are among the top 1% of America in terms of income ($350,000+) and net worth ($5 million+). If that describes you, then the rewards of...
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How the 1% Reduces Taxes, Retains Wealth, and Still Gives to Charity

by on May 15, 2015

A charitable lead trust (CLT) is not for the faint of heart or weak of wallet. In fact, it is most suitable for those who are among the top 1% of America in terms of income ($350,000+) and net worth ($5 million+). If that describes you, then the rewards of...
Continue Reading »


How the 1% Reduces Taxes, Retains Wealth, and Still Gives to Charity
Why you shouldn't leave certain assets to your estate

Estate Planning, Beneficiary Designations, Taxes

Why you shouldn't leave certain assets to your estate

by on Jan. 30, 2015

You may be like many people in that your largest asset is a tax-deferred retirement account (e.g., 401(k), IRA, 403(b), 457, etc.). Most likely, your plan is to use these accounts to provide cash flow during your retirement years and then pass the remainder to your heirs at death. However,...
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Why you shouldn't leave certain assets to your estate

by on Jan. 30, 2015

You may be like many people in that your largest asset is a tax-deferred retirement account (e.g., 401(k), IRA, 403(b), 457, etc.). Most likely, your plan is to use these accounts to provide cash flow during your retirement years and then pass the remainder to your heirs at death. However,...
Continue Reading »


Why you shouldn't leave certain assets to your estate

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