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...
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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...
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...
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
IRS 2011 Audit Rates Show Estate Tax Returns under the Microscope
Don't Gamble With Gift Tax Returns
Obama Budget Endangers Some Estate Planning Techniques
Estate Planning Moves BEFORE Sequestration Is Resolved
New Ways to Minimize Income Taxes for Estates, Trusts and Beneficiaries
New Estate Tax Rules Call for New Planning Tactics
Advisors Struggle to Serve Aging Boomers: Report
Want to Avoid the Estate Tax Cliff? Five Ways to Help
What a Tangled Web We Leave
The Wall Street Journal
Investors Worry More About Long-Term Care Than Retirement Planning: UBS
What the “Fiscal Cliff” Resolution Means for Personal Estate Planning
The Deadline Every Married Person (And Financial Advisor) Needs To Know About
Estate Tax Law: The Meaning for Annuities
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
New Year Resolution: Getting Your Insurance Coverage in Order for 2013
The Promise and Risks of Medicare Managed Care
6 Reasons You Should Love New Estate Tax Laws
Congress Urged To Create Tax-Free Disability Savings Accounts
Finally, Estate Planners Can Read The Tax Code - Not The Tea Leaves
Resources and News Archives
Financial Planning/Life Insurance Planning
Special Needs Planning
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