Monthly Archives: March 2021
How to Talk to Mom and Dad about Creating an Estate Plan
Conversations about death and dying are rarely fun. Most people avoid them because they invoke feelings about our inevitable demise. Broaching this subject of creating an estate plan can be particularly difficult for parents and their adult children. Adult children may avoid bringing up the topic because they do not want to think about… Read More »
Five Reasons to Protect your Retirement Accounts Now
Your retirement account provides asset protection during your lifetime, but as soon as you pass that account to a loved one, that protection evaporates. When your spouse, child, or other loved one inherits your retirement account, creditors have the power to seize it and use the funds to satisfy their claims. This means one… Read More »
How to Use a Standalone Retirement Trust (SRT) to Protect Your Inheritance from Creditors
Do you have an individual retirement account or other type of retirement account that you plan to leave to your loved ones? If so, proceed with caution. Inherited retirement accounts do not have asset protection when they pass to your loved ones, meaning creditors can seize the money in the accounts to satisfy any… Read More »
March is Brain Injury Awareness Month
As it has for thirty years, early March marks the beginning of Brain Injury Awareness Month. Brain injury, often referred to as traumatic brain injury (TBI), can range from mild (commonly called a concussion) to severe and is caused by an impact to the head or the body or by a penetrating head injury…. Read More »
March is Developmental Disability Awareness Month
In March of 1987, the Developmental Disabilities Awareness Month began, calling upon all Americans to provide the opportunities and encouragement necessary for people with developmental disabilities to reach their potential. Since then, the National Association of Councils on Developmental Disabilities (NACDD) holds a campaign each March to communicate the importance of inclusion and story… Read More »
