Month: June 2015

Anyone Could Have Special Needs Provided By: Alan G. Orlowsky A special needs trust is specially designed to hold the inheritance of a beneficiary, and to be used for needs above and beyond those covered by government programs. These trusts contain instructions that allow the Trustee to meet the needs of the beneficiary, but prohibit […]

Estate and Gift Tax – Is your IRA Protected from Creditors? Provided By: Alan G. Orlowsky When we talk about Estate and Gift Tax and the world of asset protection, it has long been believed that retirement accounts, including Individual Retirement Accounts (IRAs), are not subject to the claims of creditors. However, a recent ruling […]