Author | Lawrence B. Keller, CFP, CLU, ChFC

Articles

Use bypass trust to minimize estate taxes, postpone distributions

June 25, 2012

Article

This tool can help married couples make distributions to their children and charities posthumously without giving more than necessary to the government.

Look for alternatives to amending trust

June 25, 2012

Article

Found yourself with a trust that doesn't work well in the market? Learn how you can change the situation.

Tax obligations while training overseas

November 20, 2009

Article

Disability insurance, disability policy cost and tax obligations while training overseas are all addressed

Disability policy cost for women versus men

November 20, 2009

Article

Disability insurance, disability policy cost and tax obligations while training overseas are all addressed

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