Esther Shein

Back Writer

Esther Shein is a freelance writer and editor whose work has appeared in several online and print publications, including InformationWeek, eWeek, Computerworld, BYTE, CIO, CFO and The Boston Globe. Previously she was the editor-in-chief of Datamation.

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Made to Last

Trusteed IRAs can stretch assets over generations

You’ve made all the right financial decisions. You’ve saved, you’ve planned, you’ve invested. But what if your heirs aren’t quite ready for the responsibilities and tax advantages that go along with inheriting your dutifully funded IRA? Your best bet for control from the grave may be a trusteed IRA.

Aug 28, 2014 Esther Shein
Dr. Mark Gjerde has been managing his business and personal finances with Dan Lawrence, the president of Elk Grove Commerce Bank, a Bank of Stockton branch, since 2007

Elder Appeal

Community banks boost services to retain retirement-bound clients

Robert Fay likes to tell the story of a client whose father worked with his grandmother long ago. She mentioned her plan to move her money to an investment firm. “I told her, ‘You should talk to me.’ After we had gone through all that [our bank could] do, I said, ‘Dorothy, you know I’m going to do the best I can for you.’ She said, ‘I know you will. And if you don’t, I’ll tell your mother.’”

Nov 1, 2013 Esther Shein