Follow our estate planning strategies to secure your family’s future
Pick a subtopic below and choose Audio, Video, or Text. Then listen, watch, or read more about the subject you chose. You can also read about estate planning on our blog!
Who Gets What?
In this article, written for and reprinted with permission by Forbes.com, Jim Lange writes about who will get what in regards to heirs, and charities.
Lange’s Cascading Beneficiary Plan
Optimizing IRAs and Retirement Plan Distributions
Should You Invest Differently for Your IRA, Roth IRA, and After-Tax Investments? With P.J. DiNuzzo
Avoid These IRA Landmines with Seymour Goldberg, CPA, MBA, JD
Ed Slott, CPA, America’s Top IRA and Retirement Plan Expert
Using Trusts to Protect Your Family
Trusts to Protect Your Family with Bruce Steiner, JD
A Discussion about Trusts with Matt Schwartz, JD
Roth IRAs and Trusts
Estate Planning How-To (four part series; mini course no longer available)
Lengths: 2:21, 2:43, 4:03, 5:07
Income Taxes are Now More Important in Estate Planning than Estate Taxes for Most Families