Inherited IRAs are No Longer Safe From Creditors A couple of years ago the Supreme Court decided in Clark v. Rameker that inherited IRAs are not necessarily "retirement accounts" in a bankruptcy and therefore do not qualify as protected from…
We Live In a Digital World Digital Security Protects Clients The year 2016 finds us increasingly concerned about the security of our digital records and identity. This is a cyclical dilemma because we are consistently placing more and more sensitive…
Knowledge is Power Dear Friend, Happy New Year to you and yours! It is my hope that 2016 has started well and will be a prosperous year. Our firm has prided itself on being a resource to our community, clients…
"Behold, the virgin shall be with child, and bear a Son, and they shall call His name Immanuel," which is translated, "God with us." May your days be filled with peace, hope, and joy this Christmas season. As…
Train the Trustee Roles during Disability FREE SEMINAR Train Your Successor Trustee, Part 4 Dear Friend, The role of a successor trustee can be vital should the trust maker become disabled. The trust is designed to describe the trust maker's…
Working with Families on Estate Planning Dear Friend, Our firm has worked with hundreds of families on their estate plans. While these plans vary greatly from family to family, I have noticed trends among families that have successful planning. The…
Dear Friend, Many of us are hesitant to think about estate planning because we think our estate is not "big" enough to protect. Or, we think we are too young to worry about wills or trusts yet. But this simply…
Baby Boomers - The Numbers are Booming! I recently had the opportunity to be a guest on the KGCS TV program "Newsmakers" along with Kelly Hook, owner of ComForcare SWMO, and Shanna Johnson, Hospice Care Consultant from Hospice Compassus, about the…
Asset protection is something most people desire but are unclear on how to obtain it. The first step is to know what you're afraid of...and when you should be afraid. Attorneys, accountants and other professional advisors should be very clear…
Did you make a New Year's resolution to get all of your long-term care and estate planning ducks in a row? We can help! You are cordially invited to attend one of our upcoming workshops to learn how you can…