How to Protect an Inherited IRA
Harry S. Margolis
Trusts can protect inherited IRAs from creditors and poor decision-making by heirs.
Contact Us: 781-705-6400
Contact Us: 781-705-6400
Trusts can protect inherited IRAs from creditors and poor decision-making by heirs.
Work gives life meaning. We all want to contribute – it is part of being human.
The Massachusetts Court of Appeals affirmed that a property conveyance from mother to son did not take precedence over a subsequent transfer due to a defective acknowledgement of the mother’s signature.
Homeowners beware: Some unscrupulous companies are trying to get owners to pony up for a copy of their deed, but it’s a scam.
In the short documentary “Black Heirlooms,” Amanda Brown describes how the avoidance of estate planning split her tight-knit African American family into two warring camps.
Trust protectors provide for oversight of trustees and the ability to modify trusts in the event of a change in the law or circumstances.
Donor advised funds permit taxpayers to create mini foundations to manage their charitable contributions
Are We Elder Law or Elder Care Attorneys?
Again, Margolis & Bloom (now Margolis Bloom & D’Agostino) partners and former of-counsel Benson have been named to the list of Super Lawyers in the elder law field.
Story of client who tried a do-it-yourself approach demonstrates value of professional fees for accountants and lawyers.