Posts in September, 2015

Sep 28 If I move to a new state, do I have to change my Estate Plan?

That question depends on the state you move from. Estate planning law originates from state law. That means each state has its own ...

Sep 21 Does bankruptcy change my retirement plan's protection?

Recent bankruptcy law changes have expanded the lawsuit protection for IRAs. The new rules protect IRA rollovers from ...

Sep 14 How can I protect my retirement accounts?

At one time much of America’s net worth was in retirement accounts – particularly ERISA plans. But to answer your question, we ...

Sep 07 Are there other protective options besides the Limited Partnership, International Trust or LLC?

As with any type asset, there are multiple protective options. For instance, a few states with tenancy-by-the-entirety laws ...