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Latest Blog Posts

Inherited IRAs No Longer Protected From Creditors

By Matthew T. McClintock, J.D. Vice President, Educational Content, WealthCounsel In a major decision, the Supreme Court ruled this past June that inherited IRAs are not considered protected retirement funds—and are thus subject to creditors’ claims if the beneficiary files for bankruptcy. In the case of Clark v. Rameker, Heidi Heffron-Clark argued that a $300,000 IRA she inherited f...

August 21, 2014
Inheritance
confused by estate plan

Why We Procrastinate about Estate Planning

Unfortunately, a lot of people haven’t participated in any meaningful estate planning. Most will readily admit it is something they need to do, but they keep putting it off. Why? Here are some of the more common reasons why we procrastinate about estate planning—and some information that just might get you moving.  It’s expensive. Granted, a lot of people don’t have ex...

By Vickie Schumacher
July 8, 2014
Estate Planning
expensive

Common Misconceptions about Living Trusts

People often hear things about living trusts from friends, family members and the media, and just assume they are true without taking the time to check them out. Here are some common misconceptions—and the facts.   1.      A living trust is expensive. A well-drafted living trust will have a higher initial cost than a will. But when comparing costs the true cost...

July 3, 2014
Trusts

Latest News


Taking Away Dad’s Checking Account
Fox Business News interviews WealthCounsel Member Merrell Bailey

Reuters quotes Matthew T. McClintock in article regarding estate planning.
More heirs wait as wills dole out money slowly

Tax Tip: Figuring Out Your Stock's Cost Basis
USA Today

IRS 2011 Audit Rates Show Estate Tax Returns under the Microscope
AccountingWeb

Don't Gamble With Gift Tax Returns
Forbes

Obama Budget Endangers Some Estate Planning Techniques
AdvisorOne

Estate Planning Moves BEFORE Sequestration Is Resolved
Forbes

New Ways to Minimize Income Taxes for Estates, Trusts and Beneficiaries
Financial Planning

New Estate Tax Rules Call for New Planning Tactics
Reuters

Advisors Struggle to Serve Aging Boomers: Report
AdvisorOne

Want to Avoid the Estate Tax Cliff? Five Ways to Help
Forbes

What a Tangled Web We Leave
The Wall Street Journal

Investors Worry More About Long-Term Care Than Retirement Planning: UBS
Financial Planning

What the “Fiscal Cliff” Resolution Means for Personal Estate Planning
JDSupra

The Deadline Every Married Person (And Financial Advisor) Needs To Know About
Forbes

Estate Tax Law: The Meaning for Annuities
InsuranceNewsNet

The End of a Decade of Uncertainty Over Gift and Estate Taxes
New York Times

Fiscal Cliff Deal Repeals CLASS Act, Creates Long-Term Care Commission
Forbes

New Year Resolution: Getting Your Insurance Coverage in Order for 2013
InsuranceNewsNet

The Promise and Risks of Medicare Managed Care
Forbes

6 Reasons You Should Love New Estate Tax Laws
Financial Planning

Congress Urged To Create Tax-Free Disability Savings Accounts
disabilityscoop

Finally, Estate Planners Can Read The Tax Code - Not The Tea Leaves
Forbes

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