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…

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Protecting Inherited Retirement Plans – Part 1

Federal law protects qualified retirement plan accounts from creditors and lawsuits. State law protects IRAs. Many wrongly believe that these accounts will…

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About Long-Term Care Insurance

The longer we live, the greater the chance is that we will need some type of long-term care, meaning that we will…

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What Will Happen to Pets When the Owner Becomes Disabled or Passes Away?

For many pet owners, pets are members of the family. These pet owners often say that if something happens to them, they…

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Surviving the Holidays after Losing a Loved One

If you’ve had the unfortunate experience of losing a loved one this year, then you may not see the holidays as holding…

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Will your estate plan work when you die or become incapacitated?

When do you need your estate plan to work? The answer is when you die or become disabled. The problem is most…

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Are you enjoying the cooler weather?

This is the time of year that we enjoy bike rides and taking walks at Lake Ray Roberts. The trail at Ray…

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Does a Supplemental Needs Trust Need a Payback Provision?

The quick answer is that it depends on the source of funds used to create the trust. Before we get too much…

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Health and Education Exclusion Trusts (HEET)

The Health and Education Exclusion Trust (HEET) is a dynasty trust intended to pay medical and tuition expenses of persons two or…

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Did you have a good summer?

We spent 2 weeks driving to New York to see James’ brother, who is in the marines. Mike met us in Sandusky,…

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Leigh Hilton P.L.L.C
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