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Bankruptcy Protection for Inherited IRAs Recent ruling by the Supreme Court provides no protection for inherited IRAs. This ruling does not impact ones own Individual Retirement Account (IRA) only those accounts that are passed on to heirs. IRAs that were contributed by the owners are protected providing a cumulative $1 million inflation adjusted exemption for […]

Time to Update Your Estate Plan You should consider an estate plan review every three to five years or sooner if Congress has enacted any new estate tax rules. First consideration is the age of your estate plan, check your plans dates to see when the last time you updated the documents. During the past […]