Financial PlanningEstate PlanningVideo Less than 1 min.Read Intentionally Defective Trusts (VIDEO) By Marcelo Perez May 31, 2022 FacebookTwitterPinterestWhatsApp Alhambra’s Bob Williams explains why an Intentionally Defective Trust is a win-win for your estate and your beneficiaries. Hot this week Charitable Charitable Giving Strategies December 2, 2024 0 Philanthropy is a prime component of American life. Whether... Financial Planning Better Catch-up Contributions If You Are 60+ November 22, 2024 0 If you’re closing in on retirement and wish you... Financial Planning 2025 Retirement Plan Changes November 14, 2024 0 As you’re planning the best way to maximize your... Financial Planning Retirement Account Contribution Limits for 2025 November 14, 2024 0 Still looking for ways to keep the IRS’s hand... Financial Planning Navigating The Five Year Rule For Roth IRAs November 7, 2024 0 The 5 Year Rule on Roth IRAs: What You... Topics Charitable Charitable Giving Strategies 0 Philanthropy is a prime component of American life. Whether... Financial Planning Better Catch-up Contributions If You Are 60+ 0 If you’re closing in on retirement and wish you... Financial Planning 2025 Retirement Plan Changes 0 As you’re planning the best way to maximize your... Financial Planning Retirement Account Contribution Limits for 2025 0 Still looking for ways to keep the IRS’s hand... Financial Planning Navigating The Five Year Rule For Roth IRAs 0 The 5 Year Rule on Roth IRAs: What You... Charitable Year-End Financial Checklist 0 The end of the year is a great time... Financial Planning Government Drug Negotiations Hurt Medicare Recipients 0 Since 2022, the news has been full of stories... Estate Planning Beneficiary Audit 0 Do you want your ex-spouse to get your money... Related Articles Charitable Giving Strategies Charitable December 2, 2024 Better Catch-up Contributions If You Are 60+ Financial Planning November 22, 2024 2025 Retirement Plan Changes Financial Planning November 14, 2024 Retirement Account Contribution Limits for 2025 Financial Planning November 14, 2024 Navigating The Five Year Rule For Roth IRAs Financial Planning November 7, 2024 Popular Categories RetirementFinancial PlanningTaxesEstate PlanningVideoGoalsEconomics Previous articleHSA Contribution Limits Go Up in 2023Next articleGetting IRA Money Without Paying the Early Withdrawal Penalty