How to Protect Inherited IRAs After the Clark v. Rameker Decision

The Wealth Advisor Issue In a landmark, unanimous decision handed down on June 12, 2014, the United States Supreme Court held that inherited IRAs are not “retirement funds.” This ruling is important to you and your family because it means you need to take action to...

Three Top Reasons to Update Your Estate Plan in 2014

Make this your top New Year’s resolution — update your estate plan this year. If you didn’t update your estate plan last year when the federal tax laws changed, 2014 is the year to make some important changes in it. Alterations to tax laws can definitely impact your...