posted on May 24, 2018

Do ERISA Retirement Plans Bar A Creditor From Garnishing The Account Even If The Transfer Was Fraudulent?

Believe it or not the answer is yes. Okay, some very brief background. ERISA, i.e. 401(k) plans, are known to be pretty solid creditor protections for anyone that has such a plan. IRAs as well but not quite as strong as ERISA plans. Anytime a financial adviser is discussing the… Read More

Filed Under: Asset Protection, attorney, creditors, Estate Planning, Financial Adviser, Financial Planners, financial professional, James G. Knollmiller, Kevin McFadden, Knollmiller & Arenofsky LLP
posted on January 10, 2014

Estate Planning Can Be Intimidating

We avoid what we don’t know. For many financial, insurance and accounting professionals, they feel they ought to know estate planning better than they think they do. They also feel they should be assisting their clients in getting their estate’s in order but due to the professional’s discomfort with estate… Read More

Filed Under: Arizona, attorney, CFP, CPA, Estate Planning, Financial Adviser, Financial Planners, financial professional, Financial professionals, James G. Knollmiller, Kevin McFadden, Knollmiller & Arenofsky LLP, Living Trusts, revocable trusts, Trust law, Trusts, Wills Tagged With: