Landmark case holds that Inherited IRAs are NOT PROTECTED from creditors
In the next few weeks, we will be reaching out to our clients and referral partners to inform them of the critical...
Category: Trusts
Discover how trusts can protect assets, avoid probate, and ensure your wishes are followed.
Is A Trust The Best Way to Avoid Probate and Transfer Assets Upon Death?
One common objective among people planning their estates is avoiding probate and many of the people who seek to avoid...
Another Added Benefit: Using Your Estate Plan to Protect You From Unwanted Guardianships
In recent years, many studies and reports have discussed the problem of the abuse of the legal procedures of guardianship...
Who’s in Your Corner: Your Estate Planner, Your Estate Plan and You
The Attorney General for Minnesota, Lori Swanson, has recently opened a new chapter in an ongoing battle waged by her...
‘No Contest’ Clause: Could Be a Good Idea
One concern many people have when they set about to plan their estates revolves around a challenge to their wills or trusts...
Timeshares and Living Trusts: Funding Issues
The weather this time of year inspires many to contemplate warm, sunny escapes. For some, this involves a timeshare...
Special Plans for Disabled Children: Estate Planning for Families with Children with Special Needs
Every family has its own unique set of needs and goals in relation to estate planning, and every family needs a plan. But in...
No More Outright Distributions; Give Your Heirs Protected Assets
When your heirs receive their inheritance, will the gift be vulnerable to attack in bankruptcy, divorce, or fortune-seeker's...
More Medicaid Recovery: New State Law Could Change How Wisconsinites Plan Their Estates
A component of the new state budget that cleared the state legislature back in June could have a substantial impact on the...
The Usefulness of Trusts in the Medicaid Planning Process
For many people, especially seniors, one of their greatest goals is to leave a legacy for their families, be it great or...