by Jeremy Rickson | Nov 28, 2012 | Estate Planning & Probate
Lions, and Tigers, and IRAs! Oh MY! By Jeffrey G. Moore SAALFELD GRIGGS PC After saving for decades, many people consider their most significant asset to be their qualified retirement plan or their Individual Retirement Account (IRA). It is not uncommon for a client...
by Jeremy Rickson | Nov 28, 2012 | Estate Planning & Probate
Kids, The Inheritance Is All Yours, But… By Estate Planning Practice Group SAALFELD GRIGGS PC Do you worry about your children spending their inheritance unwisely? Or the money lessening their incentive to work? Or whether it will cause them to stray from the...
by Jeremy Rickson | Nov 28, 2012 | Estate Planning & Probate
Joint Ownership: Rethinking America’s Most Common Form of Ownership By Estate Planning Practice Group SAALFELD GRIGGS PC One of the most common forms of ownership is joint ownership. I often encounter the situation where individuals are using joint ownership as...
by Jeremy Rickson | Nov 28, 2012 | Estate Planning & Probate
It’s That (Ending) Time of Year Again: Some Taxing and Not-so-Taxing Thoughts for Yearend By Jeffrey G. Moore SAALFELD GRIGGS PC As yet another year comes to yet another surprisingly quick close; here are some things to consider before you ring in 2006. GOING,...
by Jeremy Rickson | Nov 28, 2012 | Estate Planning & Probate
IRS Issues New Rules on Minimum Distributions From IRA’s By Estate Planning Practice Group SAALFELD GRIGGS PC The IRS recently issued new rules on distributions from IRA’s and qualified retirement plans. The new regulations not only simplify the distribution...
by Jeremy Rickson | Nov 28, 2012 | Estate Planning & Probate
Have We Saved the Family Farm? A Look at House Bill 3201 By Estate Planning Practice Group SAALFELD GRIGGS PC Many individuals may not realize that there has been a significant change in the structure of the Oregon inheritance tax as it relates to individuals who own...
