» IRA

Beneficiary Designations Are Crucial

July 22nd, 2014
Contributor: Henry C Weatherby
The plan includes a trust and a pour-over will to ensure that any assets not transferred to the client’s trust during her lifetime will end up in her trust after her death. Her trust includes numerous provisions to ensure the assets left in trust… Read More
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Categories: Blog, Estate Planning
Tags: Beneficiary, designations, IRA

Inherited IRAs Can Be Taken From the Beneficiary

July 14th, 2014
Contributor: Henry C Weatherby
Last month, in its unanimous decision in Clark v. Rameker, the United States Supreme Court decided that an inherited IRA does not have the same bankruptcy protection as a non-inherited IRA. Read More
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Categories: Blog, Estate Planning, Probate
Tags: Beneficiary, Clark, IRA, Rameker

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