A previous blog posted “Naming a Trust as Beneficiary of Retirement Benefits,” discussed the usefulness of a Conduit Trust (or “See-Through” Trust) as a beneficiary of one’s qualified retirement plan or IRA benefits for ultimate distribution to the trust’s named individual beneficiary (“designated beneficiary”). Under the Conduit Trust, the trustee […]
When a husband and wife file a joint income tax return, they are each fully liable for the tax due on the return. Each is said to be “jointly and severally liable” for that tax liability. Joint and several liability can produce unfair results where one of the spouses engages […]
So the last 18 years have been building to this. Your baby is going off to college. For your child’s entire life, you’ve been there for him. Now, he has to fend for himself, make his own decisions and live independently. You will undoubtedly get a huge packet of forms […]
On June 26, 2017, the LGBTQ community marked the two-year anniversary of the Supreme Court decision Obergefell v. Hodges, which made marriage equality the law of the land by finding that marriage is a fundamental right for same-sex couples. The United States Supreme Court greeted this anniversary with the release […]
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