May 29, 2021

President Biden’s First One Hundred Days: Looking Back and Planning Ahead

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President Biden’s First One Hundred Days: Looking Back and Planning Ahead This year has been unprecedented from a political perspective in many ways. President Joe Biden stepped into office facing huge obstacles related to the COVID-19 pandemic, an economy battered by the pandemic, a crumbling national infrastructure in dire need of repair, an ongoing immigration [...]

May 28, 2021

The Pros and Cons of Powers of Appointments

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The Pros and Cons of Powers of Appointments An often misunderstood but common estate planning tool that can appear in estate planning documents is the power of appointment. Not to be confused with a power of attorney (the document that allows you to delegate certain powers to an agent to act on your behalf while [...]

May 28, 2021

The Trust Protector: Your Guardian Angel

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The Trust Protector: Your Guardian Angel What Is a Trust Protector? Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called a grantor, trustor, or trustmaker), the trustee, and the beneficiary. All three roles are necessary to create a trust that functions properly. Although it is relatively [...]

May 27, 2021

Powers Of Appointment: A Handy Tool In Your Client’s Toolbox

By |May 27th, 2021|Gunderson Guide Newsletter|Comments Off on Powers Of Appointment: A Handy Tool In Your Client’s Toolbox

Powers Of Appointment: A Handy Tool In Your Client’s Toolbox An often misunderstood but prevalent estate planning tool that often appears in estate planning documents is the power of appointment. Not to be confused with a power of attorney (the document that allows a living person to delegate certain powers to an agent to act [...]

May 26, 2021

How To Protect Your Retirement Accounts

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How To Protect Your Retirement Accounts Most people are shocked to learn that their retirement accounts can be seized once they pass to their loved ones. During your lifetime, your retirement funds have fairly comprehensive asset protection, meaning they cannot be taken in a lawsuit. Unfortunately, as soon as retirement accounts are inherited, the protection [...]

Mar 11, 2021

Helping Clients Create an Up-to-Date Inventory

By |March 11th, 2021|Gunderson Guide Newsletter|Comments Off on Helping Clients Create an Up-to-Date Inventory

Helping Clients Create An Up-to-Date Inventory If your client has already done estate planning by creating a will or trust, then the client has taken a very important step toward ensuring that if the client becomes incapacitated or dies, the client’s loved ones will know how to help manage the client’s financial and legal affairs. [...]

Mar 11, 2021

Trust Protectors: Are They A Good Fit For Your Client?

By |March 11th, 2021|Gunderson Guide Newsletter|Comments Off on Trust Protectors: Are They A Good Fit For Your Client?

Trust Protectors: Are They a Good Fit for Your Client?   What Is a Trust Protector? Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called a grantor, trustor, or trustmaker), the trustee, and the beneficiary. All three roles are necessary to create a trust that functions [...]

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