Marc Carlson | November 2, 2013 All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can [...]
Marc Carlson | August 15, 2013 The last issue of The Wealth Counselor addressed the significant need for clients to plan for the possibility of disability, and how proper disability planning more [...]
Marc Carlson | July 17, 2013 It will probably cost more initially to set up a well-drafted living trust than to have a will prepared. A true cost comparison should include not only the expense to [...]
Marc Carlson | May 11, 2013 Before 2007, a non-spouse beneficiary of a qualified plan was stuck taking distributions under the terms of the plan, which typically required full distribution within [...]
Marc Carlson | May 2, 2013 For many clients, pets are members of the family. These clients often say that if something happens to them, they are more concerned with what will happen to their pets [...]
Marc Carlson | January 2, 2013 Choice of a charitable planning technique is mostly driven by the type of client and asset involved. Therefore, in this issue of The Wealth Counselor, we will focus [...]
Marc Carlson | June 13, 2012 The collision between economics and demographics is increasing client concerns about running out of money in retirement. Defined benefit plans are pretty much a thing [...]
Marc Carlson | May 10, 2012 The world changes; clients’ circumstances change; motivations and interests change. As these changes occur—often gradually—“hidden” risks emerge that can significantly [...]
Marc Carlson | February 16, 2012 Almost everyone knows someone who had a problem and lost everything. Claims can, for example, allege professional liability, responsibility for a car accident, or [...]
Marc Carlson | February 12, 2012 You have signed all of your estate planning documents and, if your plan includes trusts, completed their funding. You sit back, relax, and enjoy the peace of mind [...]
Content Writer | February 8, 2012 The law passed to deal with the so-called “fiscal cliff” included revisions to estate, gift and generation-skipping transfer (“GST”) tax laws and income tax laws [...]
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