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May 23

2019

Caution: Creditors Have Easy Access to Inherited Retirement Accounts

Do you have IRAs or other retirement accounts that you plan to leave to your loved ones?  If so, proceed with caution. Unlike personally owned retirement accounts, inherited retirement accounts…

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May 10

2019

3 Liability Planning Tips for Physicians

You probably know that the practice of medicine is a profession fraught with the risk and need for liability planning.  It’s not just medical malpractice claims either (although those are…

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Apr 23

2019

Changes to ABLE Savings Accounts You Should Know

If you have a loved one with disabilities, you may be familiar with “ABLE” accounts. Authorized by Congress in 2014 under the Achieving a Better Life Experience Act, ABLE accounts are…

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Apr 13

2019

5 Tragic Mistakes People Make When Leaving Assets to Their Pets

A pet trust is an excellent way to make sure your beloved pet will receive proper care after you pass on. The problem, of course, is that you won’t actually…

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