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June 2014 Archives

To be or not to be a retirement fund: The Supreme Court rules p3

We are talking about retirement funds and how the Bankruptcy Code treats them. The U.S. Supreme Court recently decided one issue that federal appellate courts had disagreed on. The decision is about inherited retirement funds, and it could change the way Texans approach their estate plans.

To be or not to be a retirement fund: The Supreme Court rules p2

We are talking about a recent U.S. Supreme Court decision regarding retirement funds and bankruptcy. The case is not from Texas, but any court in Texas will have to follow the decision. The decision is important to us because it could have an impact on estate planning and how we all handle our retirement funds.

To be or not to be a retirement fund: The Supreme Court rules

The U.S. Supreme Court has thrown a monkey wrench into the disposition of a useful estate planning tool. The circumstances are a little out of the ordinary, but the decision clarifies a piece of the tax code that a few federal circuit courts interpreted differently.

Tax bills for selling basketball team could be astronomical

For many people, estate planning comes down to one thing: making sure that as much of the assets are passed down to the heirs who are supposed to inherit them. In many cases, this means developing strategies to minimize the impact of estate taxes.

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