Finding Freedom

Finding Freedom

This week we choose to honor our fathers and our founding fathers prior to Independence Day. I choose to remember my father for the great things he taught me.  He taught me to learn from my mistakes, to continually make improvements and to learn and grow personally and professionally.  He taught me that learning does not end after college or…

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Attorneys Win: Inherited IRAs Lose Protection

Attorneys Win: Inherited IRAs Lose Protection

Last Thursday in our Inherited IRA Workshop we discussed how the Supreme Court has determined that some retirement accounts should no longer be considered retirement accounts. In June, a ruling written by Judge Sonia Sotomayor determined that Heidi Heffron-Clark, who inherited an IRA from her mother in 2001 and filed for bankruptcy nine years later, could not shield the account from her creditors.…

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