BLS Insights

Category: Estates & Trust

Avoiding The 10% Early Distribution Penalty on IRA Withdrawals

October 12, 2017

Stashing away the maximum amount into your IRA each year is retirement planning rule 101.

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An Introduction to Generation-Skipping Transfer (GST) Tax

August 23, 2017

When most people think about what will happen to their assets after they’ve passed, they envision everything going first to their spouse and then to their children.

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What You Need to Know About Gift Tax: Exclusions

June 06, 2017

Gift giving is something that most people do each and every year.

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Trusts and Estates – What’s Your Role?

May 09, 2017

For most Estates and Trusts, there are three parties involved:

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What about your Health Savings Account when you pass away?

April 24, 2017

Health Savings Accounts (H.S.A.s) are powerful tools, particularly if you participate in a high deductible health insurance plan.

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Revocable Trusts for the Average Joe

February 20, 2017

A common misconception is that trusts are only for the extremely wealthy, however, there are a host of benefits that trusts can provide to everyone.

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Life Insurance: Does Everyone Need It?

February 13, 2017

Life insurance can benefit individuals and their families in numerous ways.

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