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Protecting Inherited Retirement Plans – Part 2

Last month, we covered the startling fact that inherited IRAs are not asset protected, and now we will move on to how you can asset protect your heirs’ inherited IRAs. The Fox Guarding the Hen House A second major problem in planning for qualified plans and IRAs...

Medicaid Really is a Maze

I taught a portion of the Medicaid Maze 2012 this last week. My portion was on legal documents needed for estate planning and elder law planning. Gary Crooms of Senior Information Services taught a wonderful three-hour CE Course on Medicaid, Aid and Attendance for...