Latest Blog Posts

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....

How to Leave Assets to Adult Children

Posted on: March 8th, 2013
When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but this doesn't necessarily mean they should receive equal shares of the estate....

10 Tips for Helping Families with Special Needs

Posted on: March 8th, 2013
There are unique planning requirements of families with children, grandchildren or other family members (such as parents) with special needs. There are many misconceptions in this area that result in costly mistakes.....(read more)...

Second Marriages

Posted on: November 2nd, 2012
Second marriages (after divorce or death of the first spouse) are different....

What needs to be done when a Trustor Dies

Posted on: November 2nd, 2012
The trustee is responsible for seeing that the assets of the trust are distributed properly...

Asset Protection Trusts

Posted on: October 31st, 2012
With a domestic self-settled asset protection trust, you irrevocably transfer assets to the trust and name yourself as a beneficiary to receive distributions within the discretion of an independent trustee...