» IRA

Beneficiary Designations Are Crucial

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
Read More

Inherited IRAs Can Be Taken From the Beneficiary

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
Read More

logo-weatherby-350

For More Information

Fill out our online form

Testimonials

Hank and his staff are very knowledgeable and accommodating. I trust them completely. Read More
– R.A.

Upcoming Events

<< Jan 2018 >>
MTWTFSS
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31 1 2 3 4