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Latest Blog Posts

What is a Standalone Retirement Trust & Why is it Good For You?

Posted on: August 3rd, 2016
Shocking to most people, your retirement accounts can be seized once they pass to your loved ones. During your lifetime, your retirement funds have asset protection, meaning they can’t be taken in a lawsuit. Unfortunately, as soon as retirement accounts are inherited, the protection evaporates. This means your hard earned money can legally be snatched by strangers and the courts....

Special Needs Trust Planning

Posted on: October 19th, 2015

End of Year Estate Updating

Posted on: September 28th, 2015
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area that married couples should revisit is their estate tax planning....

Corporation Commission Warning

Posted on: February 21st, 2013

Estate Plannning for 2013 and Beyond

Posted on: February 21st, 2013

What to do with your Inherited IRA?

Posted on: January 7th, 2013
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