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...

Life Expectancy and Health Care Planning

The aging, healthcare and special needs conversation is vitally important to you and your family. Except for government employees and Social Security, retirement plans that pay benefits until death are pretty much a thing of the past. Plus, people today are living...

Income Tax Planning – Now More Concern Than The Estate Tax

The American Taxpayer Relief Act of 2012 (which became law on January 2, 2013) made permanent the temporary estate/gift/generation-skipping transfer tax exemptions established in December 2010, increased the rate on non-exempt estates/gifts/generation-skipping...

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