Protection varies, according to state law.
IRAs are protected from bankruptcy. However, there are some limitations you should guard against, according to The Balance in “What is IRA Bankruptcy Protection?”
President George W. Bush signed bankruptcy protection into...
Don’t wait until you are under pressure, to create these safeguards.
If you don’t have documents that protect you, your family and your assets, you should consider doing yourself a favor and putting them on your list to accomplish...
What happens to the caregiver, when your loved one is gone?
Providing care for another adult can be difficult, because the caregiver often puts their life on hold. They may find themselves facing a new challenge later, according to the AARP...
What might happen if you have the talent for success but not the talent for business?
As can often be the case, many extremely talented people accumulate large estates and they often are not prepared to take on the...
Working at the age of 65, is not the same as working at 20.
Working for decades can take a toll on employees, as they near retirement age. However, a phased retirement can offer a situation...
Now is the time to handle those details you have overlooked.
There may be a number of estate planning details that you have not addressed in previous years. This year is a good year to get it done, according...
Life insurance isn’t taxable to beneficiaries but there can still be a tax involved.
An Irrevocable Life Insurance Trust can be a key part of your overall estate plan, according to JD Supra in the article “Estate Planning: The Irrevocable Life...
If you are thinking of upscale retirement, it might be best to check in early and enjoy the lifestyle.
Boomers have had a way of being out front, when it comes to making changes in society and it isn’t...
In today’s world it is not at all unusually to have a blended family.
Blended families often face special challenges when it comes to estate planning. Those issues are best approached openly, according to JD Supra in “Seven Estate Planning Considerations...
The decision to disinherit someone isn’t made lightly and needs careful consideration.
Sometimes as the difficulties of life wind through families, it is decided it would be best to disinherit a family member. It can be done. However, it...
