Tag Archives: Probate

Supreme Court Rules Inherited IRA’s not Bankruptcy-Protected

In a sweeping decision in Clark v. Rameker, the U.S. Supreme Court held that funds in an inherited IRA are not protected in bankruptcy.  The Court’s analysis focused on key legal distinctions between the type of IRA you set up … Continue reading

Posted in Estate Planning & Administration | Tagged , , , , , , , , | Leave a comment

Digital Assets Raise Estate Planning Questions

More and more, we are conducting our business on the Internet, whether that’s online banking, shopping at Amazon and other sites, uploading documents and files to the “cloud,” posting videos on YouTube or communicating with high school classmates via Facebook. So, … Continue reading

Posted in Estate Planning & Administration | Tagged , , , , | Leave a comment

Sharing Inheritance Plans with your Children

Most clients who come through my doors interested in estate planning want to maintain control of their assets as long as possible. As an extension of that control, most clients keep their children “in the dark” about the nature of … Continue reading

Posted in Elder Law & LTC Planning, Estate Planning & Administration | Tagged , , , , , , , , , , , , , | Leave a comment

Disinheriting a Relative can be Complicated

Have a “black sheep” in your family that you would like to disinherit?  Perhaps you feel that you have given one child more during your life, so he or she should get less in your will. Or you may want … Continue reading

Posted in Asset Protection, Estate Planning & Administration | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

May Someone with Dementia Sign a Will?

Millions of people are affected by dementia.  Unfortunately, many of dementia sufferers do not have all their estate planning affairs in order before the symptoms start. If you or a loved one has dementia, it may not be too late … Continue reading

Posted in Alzheimer's & Dementia, Asset Protection, Elder Law & LTC Planning, Estate Planning & Administration | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Preventing a Will Contest

Emotions can run high at the death of a family member. If a family member is unhappy with the amount they received (or didn’t receive) under a will, he or she may contest the will. Will contests can drag out … Continue reading

Posted in Alzheimer's & Dementia, Asset Protection, Elder Law & LTC Planning, Estate Planning & Administration | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

2012 Estate Tax Politics

It’s the same ole’, same ole’, just a different year. Thanks to politicians opting to “punt” any formal estate tax decisions down the road a couple of years ago, they are now once again saddled with how to handle the … Continue reading

Posted in Asset Protection, Elder Law & LTC Planning, Estate Planning & Administration | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

The Truth About DIY Estate Plans

Thinking of doing you own estate planning? Odds are, almost everyone has entertained such thoughts . . . it’s just a question of whether you have taken your pen to paper.  With that said, you’ve probably read plenty of blogs … Continue reading

Posted in Elder Law & LTC Planning, Estate Planning & Administration | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

Controlling Heirs from the Grave

With the unusually favorable estate and gift tax rules set to expire, more and more Americans are beginning to consider whether it may be better to give away their money today to take advantage of these favorable laws. Until the … Continue reading

Posted in Alzheimer's & Dementia, Elder Law & LTC Planning, Estate Planning & Administration | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Estate Planning for Your Stage of Life

Believe it or not, if you are 18 years of age or older, you should have some amount of estate planning completed. Even if you meet the “young and broke” definition with zero concerns other than living paycheck to paycheck, … Continue reading

Posted in Estate Planning & Administration | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment