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Roth IRA Conversions – Planning for New Opportunities


By guest writer Bill E. Wilson, ChFC, of Waddell & Reed, Las Vegas With the lure of tax-free distributions, Roth IRAs have become popular retirement savings vehicles since their introduction in 1998. But if you’re a high-income taxpayer, chances are you haven’t been able to participate in the Roth revolution. Well, that’s about to change. […]
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The Successor Trustee: Ignorance Is Not Bliss


Many people who establish Trusts prefer to nominate an individual, often a child or other family member, as a Successor Trustee of their Trust in the event of their death. The law imposes a number of duties and responsibilities on the Successor Trustee which if violated, even unknowingly and with the best intentions, will cause […]
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Special Needs. Special Attorneys.


Attorneys Jeremy Cooper and Bob Morris will be attending the Special Needs Summit presented by the Special Needs Alliance starting tomorrow in San Diego. Special needs planning is a growing concern for many southern Nevada families. Watch for more information on this topic in the coming year from the attorneys here at Jeffrey Burr.
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A Primer on Pet Trusts


Having volunteered at a pet fair recently, I realized how important people’s pets can be to them. I noticed that many people treat their pets as though they were their children and even refer to them as such in many instances. As estate planners, we typically assist clients in establishing estate plans to provide for […]
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Children vs. Charities: To Whom Shall You Give Your Estate?


Clients regularly struggle with the decision of how to allocate and distribute their estates between their favorite individuals and their ideal charitable causes. A few years back, I, along with one of my esteemed associates penned what is now affectionately referred to as the Grant-Walker Hierarchy of Worthier Beneficiaries. This model attempts to establish a […]
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Installing Your Successor Trustee


Most of our clients understand the benefits of the living, revocable trust. One obvious benefit is that at the trust creator’s death, the named successor trustee can step in very easily and administer the estate generally without the involvement of the court system. When the trust creator dies, a death certificate is provided and our […]
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