Archives

The United States Supreme Court has determined that inherited IRAs are not protected from bankruptcy creditors. Although this development presents a serious risk for clients, it also presents a [...]

You may have a retirement plan, but is there a gaping hole in your plan – one that threatens to unravel the whole thing?  That gaping hole may be long-term care planning. If you haven’t given it [...]

Why a Retirement Trust Account gives you the best of both worlds. In the estate planning worlds of asset protection for beneficiaries on the one hand, and income tax advantages for beneficiaries [...]

For IRAs and Other Tax-Deferred Retirement Accounts Naming the right beneficiary for tax-deferred retirement accounts is critical. Most people want to continue the tax-deferred growth for as long [...]