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Tag Archives: transfer

Talk is Cheap

Talk is Cheap, Estate Plans are Priceless

The famous musician Prince died a year ago and the battle over his fortune will not be resolved any time soon.

The question of whether Prince left a will continues to be one of the great mysteries in this soap opera with...
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Protecting Inherited Retirement Accounts

Until recently we didn’t worry too much about inherited IRA’s because they have always been protected from creditors, predators and some marital claims. That recently changed when the Supreme Court decided Clark v. Rameker, 573 U.S. ____ (June 2014). The court in that case held that funds in an inherited IRA are not considered “retirement...
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Your Durable Power of Attorney

An important part of any thorough estate plan is the preparation of a Durable Power of Attorney.  This document allows someone you designate to represent you and act on your behalf to deal with financial matters, including banking, investment, real estate, gifting and other financial transactions. It is important to have a Durable Power of Attorney...
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