Inherited IRAs ~ Understanding the Rules

You may think when you receive a bequest of an IRA from a parent or a partner it becomes your IRA.  It does, in a way.  Your name is on the IRA and the money is yours except, the deceased name is also on the IRA.  This means you have to follow special rules about [...]

Gifted Investments ~ Giving Growth

  What is the best way to gift for the future while allowing your gift to grow in value on a monetary basis and create growth of confidence for the receiver?  Parents could buy long term care insurance to protect their assets from being used for their health care. This would be a gift to [...]