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It Is A Mistake Not To Consider A Corporate Trustee

Here is another common mistake in our “Estate Planning Mistakes To Avoid” series:  Do not assume family members are the best choice to act as Trustee.  You should consider using a corporate Trustee while incorporating powers and provisions that give your children and family members the ability […]

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Make Sure To Use An IRA Trust To Protect Your Retirement Assets

AN INHERITED IRA IS NOT WHAT IT USED TO BE: With the 2014 Supreme Court ruling that inherited IRAs are not protected in a bankruptcy proceeding, came the understanding that a beneficiary of retirement assets cannot assume that those assets will have the same protections provided by […]

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