Our firm focuses on estate planning, which includes the … Read more about Services
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Legal Line IRA Shield Trust™
The US Supreme Court has ruled that an inherited IRA is not protected from creditors (Clark v … Continue Reading…
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Guidebook Planning process™
You need to do the responsible thing when it comes to your estate planning. It may be as simple as … Continue Reading…
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Services
Our firm focuses on estate planning, which includes the following: No estate plan is ever … Continue Reading…
Services
Guidebook Planning process™
You need to do the responsible thing when it comes to your estate planning. It may be as simple as putting together a will, a power of attorney, a living will, and our favorite, your “What About Me” instructions. Estate planning sometimes involves a trust, maybe a family company, and should include the establishment of your very own Guidebook™ through the Guidebook Planning process™. Think about … Read more about Guidebook Planning process™
Pet Planning
Planning for Pets Our pets and animal friends mean so much to us, but most of us will never take the time to plan properly for them. Planning for our pets may be as simple as putting a provision in our durable power of attorney and our will or as complex as creating a separate pet trust to hold and benefit our friends. Imagine your dog with her own brokerage account! Who knows, maybe she would do … Read more about Pet Planning
Learn the truth about estate planning
Make sure your estate planning addresses real life and you don’t end up with bare bones legal documents you don’t even understand. It doesn’t matter how much money you have – you still need to be responsible and provide “instructions” about what you want done for you and for your loved ones when disaster strikes, whether the disaster is incapacity or death.
Legal Line IRA Shield Trust™
The US Supreme Court has ruled that an inherited IRA is not protected from creditors (Clark v Rameker). If you want to protect your beneficiaries against loss to the bad guys, you will want to consider naming a special retirement trust as the beneficiary of your IRA. More important than the taxation issue, the reason to name the Legal Line IRA Shield Trust as beneficiary of your retirement … read more about Legal Line IRA Shield Trust™
Recommended Reading
Here are a few book recommendations. These books will help you gain an understanding of an area of the law. While they are no substitute for having your own attorney, they will help demystify the process and you may even feel more comfortable working with an attorney. However, be careful if your attorney asks to borrow … Read more about Recommended Reading