The Real (and Often Overlooked) Estate Planning Issues

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TRO Newsletter, August, 2018 


The Real (and Often Overlooked) Estate Planning Issues


What is your primary goal with estate planning? When asked, you may answer with this: “To pay as little tax as possible.” After the Tax Cuts and Jobs Act of 2017, less than 1 in 10,000 decedents’ estates, or 0.0001%, will owe federal estate taxes. […]

Financial Terms Made Simple

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Glossary of financial terms to make understanding wealth management easier.


Accrued Interest– The amount credited to a bond or other fixed-income security between the date of the last payment and the date when the security is sold, or any intermediate date.  The buyer usually pays the seller the security’s price plus the accrued interest.

Asset Allocation– In […]

5 Times you don’t need to give out your Social Security Number

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5 times you don’t need to give out your Social Security number

How to Mess Up Your Plan

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How to Mess Up Your Plan

We talk a lot about good planning and how to do it, but sometimes it helps to learn lessons from the mistakes of others, and try not to fall into the same traps. History can be a great teacher, and those of us in the business hear lots of […]

Powers Of Appointment: Six Rules to Encode or Decode Every Trust

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Powers of Appointment are the secret ingredient to the major advantages of irrevocable trusts and the formula that makes them work, yet the code does not do a good job of quantifying them, so we will do it for them. This knowledge makes it easier to decode documents, or design them in the first place, […]

Getting Granny’s Gold

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TRO Newsletter – August 2016

Getting Granny’s Gold

While anyone can fall for these schemes, elder financial abuse has become a big problem. The National Committee for the Prevention of Elder Abuse provides information to help avoid such abuse and spot such abuse when perpetrated on others such as family, friends, neighbors, and clients. Forms of abuse […]

TRO Newsletter – July 2016 Negate Probate: Settling an Estate using a Trust

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Probate is a hassle in many states, so trusts give us an alternative, more private manner in which to distribute the assets of a decedent. Here, we will take a chronological walk through of the estate settlement process and the critical elements of state law and document language that need to be addressed. Estates are […]

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