By: Matthew E. Rappaport, Esq., LL.M.
Part of my law practice involves tax and asset protection planning for Trusts & Estates matters. One of the most common mistakes I see from clients, even those who have consulted seasoned practitioners, is a failure to tailor their planning to their specific assets.
Two of the asset classes where a lack of attention can have harsh consequences are retirement accounts and life insurance. [Read more…]