All Wealth Planning Content

Benefits of a Roth IRA Conversion for High Earners

Bradley R. Crockett, CFP®, CEPA™️ |
Wealth Planning
Happy african family couple listen realtor insurer consulting clients

The threat of higher tax rates in the future emphasizes the importance of a tax-free source of income. For this reason, a Roth IRA can be a very effective planning tool. By preserving the Roth IRA for as long as possible, you are providing the opportunity for maximum growth to an account that can be income-tax-free.Benefits of a Roth IRAThe benefit of a Roth IRA is that it is essentially an income-tax-free vehicle.

Read More...


What Family Lawyers Must Know About Modifying “Irrevocable” Trust Provisions

Sharon L. Klein |
Wealth Planning
A group of professionals having a meeting.

When irrevocable trusts are drafted in happier times, and then times change, is it possible to reduce or even eliminate the interest of an ex-spouse or soon to be ex-spouse? Trustees potentially have access to powerful tools that might change beneficial interests. Indeed, it might be said that there is no such thing as an “irrevocable” trust. In any event, family law practitioners should counsel clients to investigate the options.

Read More...


What Family Law Practitioners Must Know About Changing Trust Interests

Sharon L. Klein |
Wealth Planning
business-woman-sitting-at-desk.jpg

When irrevocable trusts include ex-spouses or soon to be ex-spouses as beneficiaries, family law practitioners should be aware that trust distributions can potentially be adjusted. Learn how that might happen in this article published in the March 13, 2020 edition of FamilyLawyerMagazine.com. Please see important disclosures at the end of the article. Read articlePlease visit our visit our Matrimonial and Divorce Advisory Solutions resource page for more timely divorce planning content.

Read More...