Author Archives: Warren Baker

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Seven Big Mistakes in Estate Planning

Posted on April 27, 2012 by Warren Baker

I came across an article in Forbes today that does a nice job of describing seven significant mistakes that are often made regarding estate planning.  These mistakes include: (1) Not having a plan (i.e. allowing state law to control); (2) … Continue reading →

New article in PSBJ – “Self-directed IRAs pose challenges in estate planning”

Posted on March 22, 2012 by Warren Baker

Dear readers, Just a quick post to let you know that my article was recently published in the Puget Sound Business Journal (March 16-22, 2002 – Estate Planning Supplement – page 12A).  The article is entitled “Self-directed IRAs pose challenges … Continue reading →

Could Mitt Romney’s IRA be disqualified?: An adventure into the muddy waters of the prohibited transaction rules.

Posted on February 5, 2012 by Warren Baker

Copyright © 2012 by Warren L. Baker – Amicus Law Group, PC While much of the scrutiny over Mitt Romney’s IRA has been centered on whether the IRA invested offshore in order to avoid current IRA tax consequences, very little … Continue reading →

Warren L. Baker interviewed for Kiplinger’s Retirement Report article

Posted on December 13, 2011 by Warren Baker

Just a quick post to let our blog readers know about a new article that was recently published in the December 2011 edition of Kiplinger’s Retirement Report (subscribed to by nearly 90,000 retirees and preretirees) entitled, “Avoid the Pitfalls of … Continue reading →

Dangerous myths when choosing a guardian in a Will

Posted on November 2, 2011 by Warren Baker

  For parents with minor children, one of the important provisions within a Will is the naming of a “guardian”.  In most situations, this provision will only come into play if both parents pass away, and therefore, their minor children are … Continue reading →

SEC Investor Alert regarding self-directed IRAs and the risk of fraud

Posted on October 31, 2011 by Warren Baker

  In September 2011, the Securities and Exchange Commission’s (SEC) Office of Investor Education and Advocacy released an “Investor Alert” addressing the risk of fraud assocated with self-directed IRAs.  In short, the Investor Alert warns self-directed IRA investors that several characteristics inherit in … Continue reading →

Warren L. Baker to speak at East King County Estate Planning Council meeting on 9/23

Posted on September 21, 2011 by Warren Baker

Just an FYI to all you East King County Estate Planning Council members that I will be co-presenting with John G. McGlynn of Pacific Portfolio Consulting this Friday, September 23rd at 7:30am at the Bellevue Hyatt Regency.  The topic is … Continue reading →

PSBJ article annoucement – You invested into WHAT with your retirement account?!?

Posted on September 16, 2011 by Warren Baker

  I am pleased to announce the official publication of my article, You invested into WHAT with your retirement account?!?, in the September 16-22 edition of the Puget Sound Business Journal (see p. 29).  For subscribers, the complete article can … Continue reading →

Estate Planning 101 for Real Estate Investors

Posted on August 16, 2011 by Warren Baker

  When most of my clients hear the words “estate planning”, they first think about avoiding estate taxes.  However, under current law, federal estate tax (maximum rate of 35%) does not kick in unless someone passes away with more than … Continue reading →

The Self-Directed IRA – Part 6: Sorting Out the Custodian vs. Facilitator Riddle

Posted on June 1, 2011 by Warren Baker

  [In a continuing series of articles, tax attorney Warren L. Baker is writing on the topic of “self-directed” IRAs – from the basic formation process to the complex tax and legal ramifications involved when investing using these structures.]  The … Continue reading →

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