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Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
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Apr
Inherited IRAs NOT proctected in Bankruptcy
Recent news from our friend, Bob Keebler: The US Supreme Court has unanimously ruled in the Clark case that funds held in inherited IRAs are NOT “retirement funds” within the meaning of §522(b)(3)(C) and therefore are not protected in bankruptcy. It is clear that IRAs are exempt...
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Apr
New Law Creates Exciting Planning Opportunities
The purpose of this newsletter is to inform you of changes in the law and to provide planning information and general financial news. These newsletters also give me a chance to share new techniques to enhance your planning, as well as to help you to stay current with tactics desi...
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