Retirement Planning

TrustCase™ is a service that administers and settles your estate through a collaboration among family, trustees/executors and lawyers. Every estate is eligible for this service, whether or not [...]

Trying to predict how the Supreme Court will rule in a given matter is like trying to predict New England weather; you never know what you’re going to get, and what you get, you don’t [...]

The Supreme Court ruled that inherited individual retirement accounts aren't protected in bankruptcy. The issue now becomes how to protect these plans within a solid estate plan.