U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors
On June 12, 2014, the U.S. Supreme Court—in a unanimous decision—ruled that Individual Retirement Accounts (IRAs) inherited by anyone other [...]
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06, 2014
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06, 2014
Parental Warning: If You Own Your Property this Way, You May Accidentally Disinherit Your Own Children
Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children – both minor [...]
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05, 2014
Who Needs an Estate Plan?
If you’re reading this, you need an estate plan. Why? The short answer is “Everyone, age 18 and older needs [...]
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05, 2014
How to Minimize the (Voluntary) Federal Estate Tax with Portability
Surprising to most people, the federal estate tax is a voluntary tax. Estate planning attorneys used to say, “You only [...]
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05, 2014
The Three-Year Review and The Three-Year Plan
Review your life’s circumstances from three years ago. Think about what you knew and what you didn’t know about managing [...]