Estate Planning Blog From a Southern California Perspective

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US Supreme Court Rules Inherited IRAs are Not Protected as Retirement Accounts
On June 12, 2014, the U.S. Supreme Court ruled that an inherited IRA is not an asset protected retirement account.
Is Your Young Adult Child Protected in the Case of a Medical Emergency?
Health Care Directive, HIPAA authorization, Statutory Power of Attorney, and an Expanded Durable Power of Attorney are ways to protect college-age students in the event there’s an emergency
Why You Should Consider Listing Your Revocable Trust as the Primary Beneficiary on Your Life Insurance Policy

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