Why New Parents Need to Think About a Will

One More Thing New Parents Need to Know About: Wills
As a new parent, you have a lot on your mind, including your baby’s future. You are probably thinking about all the wonderful times you will have with your child as you grow older together and you are at the beginning of a great new adventure

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2017-08-29T15:17:17-06:00October 11th, 2016|Tags: |

Protect Your Children From a Retirement Plan Disaster

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 assets and as a result will not be protected from the beneficiary’s creditors in bankruptcy.

The rationale behind this is

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2017-08-29T16:44:50-06:00July 25th, 2014|Tags: , |

Fair vs. Equal?

What if Treating Your Children Fairly Means Unequal Inheritances?

When planning their estate, most parents try to treat their children equally in an effort to be fair.  However, sometimes being fair or doing what’s right by your children may not mean equal or the same inheritances.

The Key Takeaways

  • Treating children the same does not always provide

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2017-08-29T15:19:45-06:00July 11th, 2014|Tags: |
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