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Professional Fiduciaries

by Wendell Cayton Megan bounced around my office like a tennis ball with blond curls while her parents and I discussed their simple estate plan. They both wanted enough life…

IRA Distribution – Section 72(t)

Traditional IRA distributions are taxable at ordinary income tax rates when distributed, either to the owner or beneficiaries. Setting up an IRA to pay out using the Substantially Equal Periodic…

Durable Power of Attorney

A durable power of attorney should be an integral part of any estate plan. While estate planning is considered by most to be a plan to settle your estate upon…