Happy New Year!
Did you know?? The earliest recorded festivities in honor of a new year’s arrival date back some 4,000 years to ancient Babylon. For the Babylonians, the first new moon following ...
Year End Estate Planning Tip #4 – Estate Plan Privacy
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. ...
Year End Estate Planning Tip #3 – Check Your Disability Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. ...
U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors
On June 12, 2014, the U.S. Supreme Court—in a unanimous decision—ruled that Individual Retirement Accounts (IRAs) inherited by anyone other than a spouse are not retirement funds and therefore are ...