This past June, an important ruling from the Supreme Court found that an inherited IRA is not protected as retirement funds. If a beneficiary of inherited IRA funds files for bankruptcy, the funds they inherited could be subject to creditor claims.
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September 29, 2014 | Should I Worry About Protecting My IRA?
This past June, an important ruling from the Supreme Court found that an inherited IRA is not protected as retirement funds. If a beneficiary of ...
Learn MoreSeptember 26, 2014 | New After-Tax Rollover Rules For Your 401(k)
New rules for your 401(k) could actually end up benefitting you. If you have saved after tax money in your 401(k) retirement account, it can ...
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September 25, 2014 | Estate planning
Used properly, a trust can be the right tool for managing or transferring your assets. Here are three common myths about trusts to help you ...
Learn MoreSeptember 24, 2014 | What Qualifies as a Digital Asset?
One of the biggest buzzword phrases in estate planning today is “digital asset”. But what does that mean, and how should you plan for it? ...
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September 23, 2014 | Asset Protection
Ensuring that your will is properly written and structured is critical for the will’s terms to be carried out in the manner you wish. Failing ...
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September 22, 2014 | Asset Protection
The close of another summer is a great time to think about your future plans for any family-owned vacation homes. It can be really hard ...
Learn MoreSeptember 18, 2014 | When LLC Members Pass Away: What Are Executor Rights?
A recent case highlights some of the questions surrounding the situation mentioned in the title. According to the default rule in New York, the death ...
Learn MoreSeptember 17, 2014 | When to Use a Family LLC
Most people have heard about LLCS, but you might not be aware of the best situations to use them when it comes to your family. ...
Learn MoreSeptember 16, 2014 | Self-Employment Tax and K-1 Income: What You Need to Know
What happens if you receive a K-1 from an LLC and there are self-employment earnings listed on line 14? Are you responsible for reporting those ...
Learn MoreSeptember 16, 2014 | Self-Employment Tax and K-1 Income: What You Need to Know
What happens if you receive a K-1 from an LLC and there are self-employment earnings listed on line 14? Are you responsible for reporting those ...
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