Long-Term Care Planning, Part 2: Your Funding Options The first part of planning for long-term care is realizing that, a) most of us will need this kind of care for […]
Read More »Decanting: How to Fix a Trust That Isn’t Getting Better With Age
Decanting: How to Fix a Trust That Isn’t Getting Better With Age While many wines get better with age, the same cannot be said for some irrevocable trusts. Maybe you’re […]
Read More »Financial Firms Roll Out Form Aimed at Stopping Financial Elder Abuse
Financial Firms Roll Out Form Aimed at Stopping Financial Elder Abuse With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking […]
Read More »How Will the 2015 Supreme Court Decisions Affect You and Your Family?
How Will the 2015 Supreme Court Decisions Affect You and Your Family? While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make […]
Read More »Caution: Is Your Asset Protection Plan Set Up to Fail?
Caution: Is Your Asset Protection Plan Set Up to Fail? You may be surprised to learn that not only has asset protection planning been around for a long time, but […]
Read More »Does Your Estate Plan Protect Your Adult Beneficiaries?
If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous […]
Read More »U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors
U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors The U.S. Supreme Court–in a unanimous decision–ruled that Individual Retirement Accounts (IRAs) inherited by anyone other than a spouse […]
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