Entries from February 2008

2/23/08 “Moneyline” Recap

February 25th, 2008 · No Comments

On Saturday, February 23, 2008, Denver Vold, Joe Morris and Seamus Smith were guests on Peter Newman’s “Moneyline” radio show on KMBZ-980 AM radio. They discussed the benefits of leaving a child’s inheritance in trust, which include: (1) protecting the inheritance from a child’s financial immaturity; (2) protecting the inheritance from a child’s creditors, including [...]

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Tags: Estate Planning · Media Appearances

2/16/08 Recap

February 19th, 2008 · No Comments

On Saturday, February 16, 2008, Denver Vold, Joe Morris and Seamus Smith were on Peter Newman’s “Moneyline” radio show on KMBZ 980 am. They discussed the significant income tax benefits of having ‘Stretch’ IRA language in a trust. Our ‘Stretch’ IRA memo detailing these benefits is found in the Memos & Forms section of our [...]

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Tags: Estate Planning · Media Appearances