At this special time of year, I look forward to the future with excitement but also look back on this year with deep appreciation for the many ways that you, our Members, have helped the WealthCounsel community grow and thrive.
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Happy Holidays from Everyone at WealthCounsel!
Peace and Joy. Those twin themes ring loudly during this happy season. It’s a good time to remind ourselves that through our work as estate planning professionals, we have a gift to share and with it, a measure of peace to the clients and families we serve.
Clark v. Rameker: A Troubling Tale with a Happy Ending
I’ll admit to some real surprise when I learned how frequently our Supreme Court reached unanimous decisions in their last session – nearly two-thirds of the time. Hard to believe that disparate bunch could find so many things to agree on, but in case after case they did. And Clark v. Rameker was one of them.
In the wake of their unanimous decision, inherited IRAs have been stripped of their protective status under bankruptcy law and are now open – naked, shivering and vulnerable to the claims of creditors.