Tag Archives: lifetime credit

Online Estate Planning? Things to Think About

Call me old-fashioned, but I think estate planning should involve a personalized and continuing relationship, not a transaction.

While some may prefer to use low-cost websites or software because they are more concerned about price than value, think about what they won't be getting. Can LegalZoom or other online providers:
  • Look you in the eye or shake your hand?
  • ...
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Protecting Inherited Retirement Accounts

Until recently we didn’t worry too much about inherited IRA’s because they have always been protected from creditors, predators and some marital claims. That recently changed when the Supreme Court decided Clark v. Rameker, 573 U.S. ____ (June 2014). The court in that case held that funds in an inherited IRA are not considered “retirement...
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Revocable Living Trust Funding and Estate Administration – Common Problems

If you set up a Revocable Living Trust (What is a Living Trust?) for estate planning purposes, you probably did so with the belief that it would make administration of your estate easy, simple and fast.  This may be true so long as your Trust was properly funded and up to date with current...
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How Do I Choose an Estate Planning Attorney?

Finding the right attorney to assist you in designing an estate plan can be a daunting task.  Some people believe that every attorney is capable of providing competent counsel and others shop for price rather than quality legal services in this complex area of law. As with most things in life, you get what you...
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