Category: Retirement Planning Trusts

We Avoided Probate. Great! Now What?

Written By Kenneth Dodl
Posted on September 2, 2019

Some thoughts on trust administration. Many of us have a pretty good idea of what is involved in a probate case when a loved one passes away because we have experienced it or because we know someone who has.  We Read More…

Posted in Estate Planning, Retirement Planning Trusts, Trust & Estate Administration

How to Avoid a Disastrous Will or Trust Contest

Written By Beth Ann Lawson
Posted on July 31, 2019

Content  provided by Wealthcounsel and edited by  Beth Ann R. Lawson, Esq. A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can prevent that Read More…

Posted in Estate Planning, Retirement Planning Trusts, Trust & Estate Administration

Proposed Changes to Inherited IRA Stretch Rules

Written By Eldridge Blanton
Posted on June 28, 2019

Article written by M. Eldridge Blanton, III, Esq. and Jeremy L. Pryor, Esq. On May 23, the U.S. House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act.  If its counterpart in the Senate is also Read More…

Posted in Estate Planning, Retirement Planning Trusts

Retirement Plan Trust

Written By Carmen Sheppard
Posted on February 27, 2019

Article written by Jonathan B. Osler, Esq. If you are reading this article, chances are good that you have done an excellent job socking away funds in an Individual Retirement Account (IRA) or in multiple IRAs.  Indeed your IRA may Read More…

Posted in Estate Planning, Retirement Planning Trusts

Caution: Creditors May Have Easy Access to Inherited IRAs

Written By Lisa Crowley
Posted on January 9, 2017

Content provided by WealthCounsel; reviewed and edited by Kenneth A. Dodl, Esq. Do you have IRAs or other retirement accounts that you plan to leave to your loved ones?  If so, proceed with caution.  Most people don’t know the law Read More…

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