IRS Allows Rollover of IRA from Estate to Spouse

As I tell my clients and audiences during presentations, one should never name one's estate as beneficiary of an IRA or other retirement account. If the estate is the beneficiary, whether from a purposeful designation, failure to name a beneficiary, or failure update when a named beneficiary dies...

New Hawaii Law to Help Protect Assets of Married Couples - NC Law is Not Quite as Helpful

Hawaii is on the verge of a step forward in the field of asset protection, with pending legislation awaiting the Governor's signature that, if signed, would extend the shield of creditor protection available to married couples. Hawaii is among a group of states, approximately half in the nation,...