You have a child with special needs and are worried that your child will not be able to support him or herself after you are
Supporting Children With Special Needs Through Effective Estate Planning Read More »
In Part 1 of this three-part newsletter series, we discussed how right now may be the perfect time to undertake advanced estate planning transactions. Why?
The Perfect Storm for Advanced Estate Planning (Part 3) Read More »
Have you ever been seriously frustrated with how the Internal Revenue Service (IRS) interprets particular laws? We have, and recently submitted our first official Comment
Dear U.S. Treasury Department and IRS… Read More »
In Part 1 of this newsletter series on “The Perfect Storm for Advanced Estate Planning,” we discussed how right now may be the perfect time
The Perfect Storm for Advanced Estate Planning (Part 2) Read More »
Now is the time to undertake advanced estate planning! The last time we made a call-to-action with this level of conviction to undertake more advanced
The Perfect Storm for Advanced Estate Planning (Part 1) Read More »
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted on December 20, 2019 and is now the law. While its primary goal was to encourage people to save more for retirement, it also attempts to cover the tax shortfall that will be caused by the Act’s taxpayer-friendly provisions, and that is where the problems arise.
SECURE Act Q&A: What You Need to Know
(Updated May 8, 2020) Read More »
What is this? This Quick Assessment Tool can be used to get a generalized answer as to how to deal with the Setting Every Community Up for Retirement Enhancement (SECURE) Act effects on your IRA and Qualified Retirement Plan (“retirement plan”) accounts under your estate plan (“EP”). We still recommend that you review both the Secure Act Q&A and Secure Act Self-Assessment Tool / Full Discussion documents to better understand the issues and the most viable options in your situation.
SECURE Act Quick Assessment Tool
(Updated May 8, 2020) Read More »
As you are likely aware, Congress enacted legislation on December 20, 2019, commonly referred to as the Setting Every Community Up for Retirement Enhancement (SECURE) Act, that significantly changed the income taxation of retirement plan accounts, including Individual Retirement Accounts (“IRAs”) and Qualified Retirement Plans (“QPs”), after the death of the account owner/participant (“participant”).
SECURE Act Self-Assessment Tool / Full Discussion Version
(Updated May 8, 2020) Read More »
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