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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It is a mistake to assume that once your will and/or Revocable trust is signed, your planning is done and there is nothing else you need to do. You must make sure that you properly title assets and structure beneficiary designations on your life insurance and retirement […]
Read more →It is a mistake to assume your adult, capable children and beneficiaries do not need to receive their inheritance in trust. PLANNING WITHOUT DIVORCE, CREDITOR & ASSET PROTECTION Traditionally, people have used estate planning documents, such as wills and trusts, to pass assets at their death to […]
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