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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.
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Lange’s Cascading Beneficiary Plan
Optimizing IRAs and Retirement Plan Distributions
Length: 49:58
Should You Invest Differently for Your IRA, Roth IRA, and After-Tax Investments? With P.J. DiNuzzo
Length: 47:06
Avoid These IRA Landmines with Seymour Goldberg, CPA, MBA, JD
Length: 49:13
Ed Slott, CPA, America’s Top IRA and Retirement Plan Expert
Length: 56:18
Using Trusts to Protect Your Family
Length: 51:51
Trusts to Protect Your Family with Bruce Steiner, JD
Length: 47:15
A Discussion about Trusts with Matt Schwartz, JD
Length: 51:59
Length: 2:00
Roth IRAs and Trusts
Length: 1:49
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