Rules for Retirement Account Beneficiary Designations

An overview of rules which apply to clients who re-marry but have children from a prior marriage. There is a distinction between 401(k) plans and IRAs because ERISA rules do not apply to IRAs which make them more flexible.

Planning for Disabled Children

Some strategies for leaving assets to a disabled child.

Tips for 2nd Marriages

Some quick advice for those getting re-married or whose parent is getting re-married.

How to Leave Frequent Flyer Miles to Heirs

Among the suggestions: mention them in your will, give them away during life, or add a secondary user to a mileage generating credit card. I think that the risk of the third idea outweighs the benefits.

Asset Protection 101

Basic asset protection tips.

Mistakes to Avoid with Your 401(k)

Tips on how to avoid mistakes with your 401(k) distributions.

Of Pet Trusts and Frozen Embryos

Do not forget to address in your estate plan arcane issues such as pet care and children born from frozen embryos.