Servicing Your Estate Plan for Every Stage in Your Life
Once you create an estate plan, it’s very easy to just file it away and consider everything to be complete for every…
Protecting Inherited Retirement Funds Part 4
And now we have finally reached the last portion of our spread on protecting your inherited retirement funds. Please read the previous…
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…
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…
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…
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…
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…
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…
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…
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…