Where Is The Best Place To Store Original Estate Planning Documents?

Estate planning attorneys are often asked where original estate planning documents – wills, trusts, powers of attorney, and healthcare directives – should be stored for safekeeping.  While there is no right or wrong answer to this question, consider the following:

1.       Should you store Continue reading

Did Last Year’s U.S. Supreme Court Decision Put Your IRA At Risk? What’s The Solution?

In a landmark, unanimous decision handed down on June 12, 2014, the United States Supreme Court’s Clark v. Rameker decision held that inherited IRAs (IRAs which are inherited by your children) are not classified as “retirement funds” and can be reached by the creditors of your children Continue reading