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A Section 529 Plan (named for the Internal Revenue Code establishing these accounts) may be a great way to not only help your children or grandchildren with their education but also could be a great estate planning tool. With a 529 plan, you initially fund it with a...
Market Watch recently had an interesting article listing six ""Horror Stories" about beneficiary designations. Often overlooked in estate planning, beneficiary designations can be an extremely important planning tool- or a "Horror Story." The article can be...
Mistakes to avoid in an Estate Plan An estate plan is not something most people want to spend time on when thinking about the inevitable—our own mortality. If you don’t, however, you may be leaving a mess for your loved ones. It is not enough to just “make a plan.” It...
Inherited IRAs cannot be used for bankruptcy protection The US Supreme Court recently ruled that inherited IRAs are not "retirement accounts" for purposes of bankruptcy protection. Normally, a tax qualified retirement account is not available to creditors in a...
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