Protect your IRA from Your Kids’ Creditors and Their Poor Choices

Supreme Court Rules Inherited IRAs Not Protected

Don’t Leave Your IRA to Your Kid Outright IRAs are wonderful investments.  Many people want to leave unused funds to their children.  They simply name their kids as a beneficiary and think that everything is set.  Many fail to understand that merely naming the children as beneficiaries may result in the loss in the value… Continue reading Protect your IRA from Your Kids’ Creditors and Their Poor Choices

Appearance on FOX 25’s Living Oklahoma

  FOX 25, Oklahoma City’s local FOX affiliate, has a segment about goals for the new near.  They invited me to provide a few comments.  The staff there was great and it was a pleasure meeting Meg Alexander.  I wish we had more time.  I also wish that I could appear as natural as Meg.… Continue reading Appearance on FOX 25’s Living Oklahoma

The Legal Documents & Plans Your Parents Need Right Now

Looking after your Parents’ Legal Preparedness As a child of aging parents you probably have experienced increased duties and a variety of new roles. As you grew up, you were one who was protected and guided but now as your parent’s age, your role has become one of adviser and watchman. It is prudent to… Continue reading The Legal Documents & Plans Your Parents Need Right Now

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