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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.
Lange’s Cascading Beneficiary Plan
Optimizing IRAs and Retirement Plan Distributions
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