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.
Rules for asset protection trusts must balance control and protection.
Wondering whether MassHealth will take your house or other assets? Asset protection in Massachusetts is a concern for many people.
A checklist for reviewing revocable living trusts to make sure that they are up to date and meet the grantor’s goals, including trustee and tax provisions.
Expert Steven J.J. Weisman lists 18 steps seniors and others can take to protect themselves from scams and identity theft.
In Gordon v. Pappalardo the bankruptcy court rules that Massachusetts homestead protection does not apply to remainder interest in life estate property
Attorney Steven Weisman speaks to the Margolis & Bloom First Monday Lunch group on protecting seniors from scams and identity theft
If your estate plan includes a trust and it’s more than a few years old, or there has been a change in your family circumstances, it’s time to have it reviewed.
Irrevocable trusts created for MassHealth (Medicaid) planning can also be used for asset protection planning
Join Lori Howell, Owner of Howell Medicare Advisors, LLC, as she discusses how individuals can best navigate the maze of Medicare rules and options.