Practical tips to simplify the process.

Keep assets in the individual retirement account for as long as possible.

Issues to address with clients who want the best of both.

A fix is needed.

A tax-saving opportunity for married taxpayers with taxable income under $320,000.

Reducing capital gains taxes with charitable remainder trusts.

Understanding the investment component and potential estate-planning considerations is critical.

Beware of Pre-Oct. 22, 1942 general powers of appointment.

Collaborative professional practice is essential.

Al W. King III highlights how to properly structure a trust.