(818) 594-0500 | info@sydneyestatelaw.com

5950 Canoga Ave. Suite 240 Woodland Hills, CA 91367

Offices in Oxnard & Santa Monica by appointment only


Protecting Your IRAs & Retirement Plans

Serving Families & Individuals in Woodland Hills, Northridge, and the San Fernando Valley, CA Area


Believe it or not, most people do not spend all of their IRAs and retirement savings during their lifetimes. Hard workers who save all their lives are not likely to become spendthrifts after they retire, and these savings are likely to become a large part of what you leave to your spouse and children after you are gone.

Shocking to most people, your retirement accounts can be seized once they pass to your loved ones. During your lifetime, some of your retirement funds have asset protection, meaning they cannot be taken away from you in a lawsuit. Unfortunately, the 2014 Supreme Court ruling, Clark vs. Rameker has determined that as soon as retirement accounts are inherited, this protection evaporates— and your hard earned money can legally be snatched away from your widowed spouse and children by strangers and the courts.

So what can you do? How can you set up an estate plan that…

  • Can ensure that your retirement accounts go to whom you designate—and nobody else?
  • Prevent your beneficiaries from recklessly spending or gambling their inheritance away-- especially at a young age
  • And most importantly, protect widowed spouse and children from predators, creditors, divorce, and additional tax burdens.

Contact The Sydney Law firm HERE to set up a consultation and see how we can help you protect your hard earned and well saved money in the best interests of your spouse, your children, and your heirs.

Contact Us

If you have a question, a comment, or simply want to have a conversation and explore how we can help, we'd love to hear from you.

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The Sydney Law Firm, P.C.

Woodland Hills

5950 Canoga Ave., Suite 240
Woodland Hills, CA 91367

Phone: (818) 594-0500

Email: info@sydneyestatelaw.com

Oxnard

300 E. Esplanade Dr., Suite 900
Oxnard, CA 93035

Phone: (818) 594-0500

Email: info@sydneyestatelaw.com

Offices in Oxnard & Santa Monica by appointment only