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Seven Trust-Based Asset Protections Strategies for Your Clients

Asset protection planning is a powerful way to provide additional value to your clients. In this newsletter you will learn about seven trust-based asset protection strategies and how they can: –        Protect your client’s assets from creditors, lawsuits, and...

Asset Protection Planning for the Modern Client

Only the very wealthy and those in high-risk professions need asset protection planning, right? That’s a myth. In reality, we all need asset protection.  Why?  Because we all can be sued and lose everything we have.  A car accident, business failure, foreclosure,...

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

In a landmark, unanimous 9-0 decision handed down on June 12, 2014, the United States Supreme Court held that inherited IRAs are not “retirement funds” within the meaning of federal bankruptcy law. This means they are therefore available to satisfy creditors’ claims. ...

How to Avoid a Basis Management Disaster

Many of us in the legal, financial and accounting worlds discover our new clients’ well-intentioned, yet disastrous, plans after the fact.  The widow has already transferred her house into her children’s names or an inherited IRA is drained to pay for a Porsche. ...

Portability and Married Couples: No Downside

Portability laws and the opportunities they create have significantly increased advisors’ roles in estate planning. No longer is the standard credit shelter trust (with QTIP or outright distribution to spouse) the only way for married couples to plan. Now, CPAs,...