Category: Retirement Planning Trusts

How to Avoid a Disastrous Will or Trust Contest

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

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

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

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…

Posted in Estate Planning, Retirement Planning Trusts Tagged |

A Trust May Now Be Needed to Protect Inherited IRA

Posted on October 10, 2014

M. Eldridge Blanton, III and Kenneth A. Dodl were quoted in the August 15, 2014 issue of Virginia Lawyers Weekly about the June 2014 Supreme Court decision, Clark v. Rameker, Trustee, et al.    Read the full article here.

Posted in Attorneys in the News, Estate Planning, Retirement Planning Trusts, Trust & Estate Administration