“Trustworthy” Newsletters                                            For FREE Consultation Call: 636-532-9933

These are newsletters that, over the years, I have circulated among estate planning professionals that contain information regarding many aspects of estate planning including estate taxes, death taxes, income taxes, revocable living trusts, wills, beneficiary designations, IRA’s, guardians of children, educational trusts for grandchildren, powers of attorney and much more.

Tax Relief Act of 2010 – It Is The Law of Unintended Consequences

On December 17 Congress passed and the President signed into law new tax legislation re-enacting the Federal Estate Tax (Death Tax). Read more about this new law and how it affects you and your estate.

Spousal Rollover of IRA – Take Care!

When a spouse inherits an IRA, it is “generally desirable” to perform a spousal rollover. Is this a good idea? Not always. To understand why, read my newletter here.

Joint ownership with your child(ren) is risky

Aging parents often want to name a child as a joint owner of a house or other property to avoid probate problems. It's not a good idea, estate planning lawyers say. Read more about why this is not a good idea and the risks involved.

Retirement Benefits and Estate Planning is Complicated

Retirement benefits constitute a large portion of many estates. The rules governing contributions to and distributions from qualified plans and IRAs can be complicated. In addition to making a trust estate plan, we suggest certain methods with regard to retirement benefits. Read our suggestions regarding retirement benefits here.

How Long Should Tax Records be Maintained?

How many times a year does THAT question come up? It comes up at my house every spring. Wonder why? Read my answers to this question here.



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For FREE Consultation Call: 636-532-9933

~ Serving clients in Chesterfield, Town & Country, Ballwin, Wildwood, Ellisville, Creve Coeur, Des Peres, St. Charles, Eureka, Kirkwood, Ladue, St. Peters, O'Fallon, Weldon Spring and other communities in the St Louis Metro area. ~