by Matthew Murillo | Jan 5, 2019 | Estate Planning, NLBM, PFL
You may be familiar with IRAs. You may also be familiar with Trusts, but have you heard of the ‘trusteed IRA’? The Trusteed IRA is an elegant financial planning tool that combines the best of the IRA world with that of the Estate document world. Learn more about the...
by Matthew Murillo | Jan 5, 2019 | Estate Planning, NLBM, PFL
If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are working so hard to do. But, far too often, the way we leave those inheritances actually does more harm than good. Something no parent wants. Giving outright...
by Matthew Murillo | Jan 5, 2019 | Estate Planning, NLBM, PFL
If you take a look at your current estate plan, I’ll bet it leaves your assets to your children outright and unprotected by the time they are 35. Did you know you could use something referred to as a LAPT? How do I know this? Because most lawyers aren’t giving much...
by Matthew Murillo | Jan 5, 2019 | Estate Planning, NLBM, PFL
As you can imagine, we get the question “how much should my estate plan cost?” quite frequently. And, it’s a good question that I want to answer for you as clearly as I can, given that there is not a “one-size fits all solution” for every family, and I would run...
