Category Archives: Where There’s a Will

We’re All Going to Die (and Other Happy Thoughts of an Estate Planner Turning 50)

Cite:  Eddy R. Smith, We’re All Going To Die (and Other Happy Thoughts of an Estate Planner Turning 50, TENN. … Continue reading

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No One-Hour Photo, Robin Williams’ Estate Plan Took Time to Develop

Cite: Eddy R. Smith, No One-Hour Photo, Robin Williams’ Estate Plan Took Time to Develop, TENN. B. J., December, 2015. … Continue reading

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Strictly Speaking, When Is a Will Not a Will?

Cite: Eddy R. Smith, Strictly Speaking When Is a Will Not a Will?, TENN. B. J., August 2015. “Close don’t … Continue reading

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Can IRA Beneficiaries Trust Creditor Protection Without a Trust?

There are planning options to protect inherited retirement accounts from the beneficiaries’ creditors. Cite: Eddy R. Smith, Can IRA Beneficiaries … Continue reading

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R.I.P. Circular 230 Disclosures, or How the IRS Saved the Planet and Returned 30 Minutes of Your Day

Cite: Eddy R. Smith, R.I.P. Circular 230 Disclosures, or How the IRS Saved the Planet and Returned 30 Minutes of … Continue reading

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