• Making Gifts to Minors

    Posted:

    Gifts to minors can do a world of good or unintended harm. If structured properly, gifts can be used to pay for educational expenses, provide a financial foundation for the future, or help cover special need expenses. By contrast, poorly structured gifts can...

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  • It’s a Matter of Trust

    Posted:

    I used to do a good deal of public speaking. More recently, however, I have not been able to find the time to do so. That changed the other day, when Maureen O’Leary and I were honored to speak to The Milwaukee Estate Planning Forum.

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  • Do you Qualify as a Prudent Investor?

    Posted:

    John McLean died on October 23, 1823. John’s will left $35,000, personal property and a house to his wife, Ann. He also left $50,000 in trust for her benefit. John’s will directed that the trust’s income was to be paid to Ann, in quarterly or semi-annual payments. On Ann’s death...

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  • The Magic of Tax-Free Compounding

    Posted:

    Tax-free compounding (that is, reinvesting investment earnings pre-tax) is a real-life trick that even a master magician can’t match. For many, Roth accounts are the best way to capitalize on what Einstein called “the most powerful force in the universe”.

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  • What is a Certificate of Trustee Authority?

    Posted:

    Banks and other financial institutions often request a copy of the Trust Agreement when opening trust accounts. However, instead of disclosing the full trust agreement, a better alternative can be to provide a Certificate of Trustee Authority.

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