Asset Protection

DOL Announces That Fiduciary Rule Will Go Into Effect June 9

Posted on: June 6th, 2017
After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department of Labor (DOL) announced that the rule will go into effect on June 9, 2017, but its future is still unclear....

Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?

Posted on: March 3rd, 2017
When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?...

What are some tips for creating a home inventory?

Posted on: February 9th, 2017
Imagine having to remember and describe every item in your home, especially after you've been the victim of a fire, theft, or natural disaster. Rather than relying on your memory, you may want to prepare a home inventory — a detailed record of all your personal property. This record can help substantiate an insurance claim, support a police report when items are stolen, or prove a loss to the IRS. Here are some tips to get started....

Understanding the Tax Consequences of Inheriting a Roth IRA

Posted on: September 1st, 2016
Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax consequences....

What can I do to protect my username and password information from computer hackers?

Posted on: December 4th, 2013
At one time, computer hackers were viewed as a few rogue individuals who mainly worked alone. Today, many hackers are part of highly sophisticated networks that carry out well-organized cyber attacks. Unfortunately, these online security breaches can result in your username and password information being compromised. ...

Protecting Inherited IRAs

Posted on: March 8th, 2013
Americans hold nearly $15 Trillion in IRAs and qualified retirement plans. Qualified retirement plan accounts are asset protected under federal law. IRAs are protected to at least some extent under state law. Many wrongly believe that these accounts will remain asset protected after their owners die....
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