erickearneySep 1, 20212 minLeaving an IRA to a Special Needs Trust Is No Longer Such a Bad IdeaThe SECURE Act, passed at the end of 2019, changed a number of rules regarding inherited IRAs, making it more difficult for most...
erickearneyJul 1, 20213 minWhy Everyone Should Have an Estate PlanDo you have a will? A durable power of attorney? A health care directive? If so, no reason to read on. If not, why not? Failure to create...
erickearneyJun 8, 20213 minHow an Irrevocable Life Insurance Trust Can Be Used to Avoid or Reduce the Estate TaxWith the federal estate tax exemption possibly about to be lowered, it may be time to think about steps you can take to keep your estate...
erickearneyJun 2, 20212 minCourt Case Illustrates the Danger of Using an Online Power of Attorney FormA recent court case involving a power of attorney demonstrates the problem with using online estate planning forms instead of hiring an...