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Protecting Inherited Retirement Plans – Part 3

Now that we have covered how you can protect the assets of your heirs’ inherited IRAs, it’s time to move on to the rules for withdrawing assets from an inherited IRA. Our last article will cover pros and cons of creating a Retirement Plan Trust to be the...

National Academy of Elder Law Attorney Conference

Last month I attended the National Academy of Elder Law Attorneys (NAELA) Conference in Seattle. I enjoyed learning what is new in Medicaid, Supplemental Needs Trusts and Veteran’s Aid and Attendance. I attended a session on Veteran’s Benefits. One of the things I...