How to Protect Inherited IRAs After the Clark v. Rameker Decision

A couple of weeks ago, we talked about the landmark, unanimous 9-0 decision handed down on June 12, 2014, in which the United States Supreme Court held that inherited IRAs are not “retirement funds” within the meaning of federal bankruptcy law. This means they are...

Estate Planning Needed For Any Estate

A couple of days ago I received an email from a realtor who I recently met who had a question about estate planning.  Her question was: What level of assets do your clients need to own before your services benefit them? After I responded to her question, she told me...

Why Estate Planning Is Still Important

Did you know that April is National Financial Literacy Month? This is the perfect time to sit down with your loved ones to discuss your financial and estate planning objectives.  To help you move the discussion forward, we would like to suggest three action...

Using Trusts to Protect Inherited IRAs

Many people have large IRAs and retirement plan accounts and need special estate planning for these assets. A 2009 study by the Investment Company Institute found that retirement plans account for 34% of all household financial assets, up from 14% in 1978; IRAs alone...

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