Loss of Stretch IRA is Not Such a Big Deal
The stretch IRA is dead and everyone (including me) is writing about how this is the apocalypse for IRA planning. Well, it isn’t. Let’s all take a deep breath.
August 24, 2020
What Should I Know about the Secure Act of 2019 and IRAs?
The Secure Act of 2019 eliminated many of the advantages the so-called stretch IRA offered heirs.
August 23, 2020
Why Is Estate Planning So Important?
Having an estate plan is among the most important things you can do for your loved ones. It is, however, a task many of us dread and put off dealing with until later in life. If there is one thing we can recommend, it is that it is never too early to start planning. However, it can be too late. Do you have an estate plan that will provide for your loved ones, in the event of death or upon incapacity?
August 21, 2020
An Estate Plan Is Necessary for the Unthinkable
Have you resolved to get your estate planning done at last or perhaps updated? Good for you. Here’s what you’ll need to do, and, just as importantly, what you don’t need to do.
August 20, 2020
Estate Taxes Have Not Come to an End?
To paraphrase Mark Twain: reports of the death of state estate taxes are greatly exaggerated. In fact, there are recent signs that states are starting to beef up their estate tax laws, instead of tearing them down. This, of course, is bad news for wealthier Americans, who had hoped that state lawmakers would continue burying these taxes.
August 18, 2020
If Not Now, When? It is the Time for Estate Planning
Estate planning attorneys are getting mobbed with questions. Here is some timely advice from three attorneys on what families and business owners should be doing to prepare, in case the unimaginable happens.
August 17, 2020
Should You Name a Trust as an IRA Beneficiary?
For obvious reasons, including control, privacy, asset protection, etc., many clients are interested in putting assets into a trust. For many retirees, their IRA is among their biggest assets. It’s only natural to want to put the IRA into a trust.
August 17, 2020
What Happens If I Don’t Have an Estate Plan?
Estate planning attorneys will agree that it is better to die with a properly drafted will, than to die without one. If you don’t have one, consider getting one.
August 16, 2020
Which Stars Won’t Leave Their Fortunes to Their Children?
Many A-listers have an impressive fortune worth millions and sometimes even billions of dollars, but not all of them intend to pass on this wealth from one generation to another.
August 14, 2020
Do You Think Everything Is All Set with Your Estate Plan?
You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?
August 13, 2020
