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Dysart Taylor

The Stretch IRA is dead! Wait a minute; I think I see signs of life.

Blog Post, Estate Planning, Estate Planning, Probate & Wealth Preservation, H. Joseph Price, Jr.

By H. Joseph Price Jr.  September 27, 2019 What is the meaning of that cumbersome title? I’ll get to that in a minute. But first, let’s talk about what a shame it would be if the “Stretch IRA” is really dead, especially since it was (likely) going to provide a very...

DIY Estate Planning Documents

Blog Post, Estate Planning, H. Joseph Price, Jr., Private and Family Owned Business

BLOG POST DIY Estate Planning Documents By Joe Price from the MO Planning Business & Estate Planning Blog The appeal of Do It Yourself (“DIY”) software that creates Wills and Trusts is obvious. For a fraction of the cost of hiring an attorney, you can own the...

The Most Important Estate Planning Document for the Procrastinator

Blog Post, Estate Planning, H. Joseph Price, Jr., Private and Family Owned Business

BLOG POST The Most Important Estate Planning Document for the Procrastinator By Joe Price from the MO Planning Business & Estate Planning Blog As an estate planning attorney, I encounter procrastination nearly every day. I understand that the attitude of a number...

The Flexible Long Term Trust: What flexibility is and why it is important

Blog Post, Estate Planning, H. Joseph Price, Jr., Private and Family Owned Business

BLOG POST The Flexible Long Term Trust: What flexibility is and why it is important By Joe Price from the MO Planning Business & Estate Planning Blog “Prediction is very difficult, especially if it’s about the future.” Niels Bohr (not Yogi Berra) Today’s article...

Just how “irrevocable” is that Irrevocable Trust anyway? And why should you care?

Blog Post, Estate Planning, H. Joseph Price, Jr., Private and Family Owned Business

BLOG POST Just how “irrevocable” is that Irrevocable Trust anyway? And why should you care? By Joe Price from the MO Planning Business & Estate Planning Blog The answer to the first question is “most likely, not very irrevocable.” The answer to the second question...

Who is the ideal Trustee?*

Blog Post, Estate Planning, H. Joseph Price, Jr., Private and Family Owned Business

BLOG POST Who is the ideal Trustee?* By Joe Price from the MO Planning Business & Estate Planning Blog Let’s first begin with the question “What is a trustee supposed to do anyway?” The Big Three skills that a Trustee must have would be (1) Administrative, (2)...
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