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Articles 2016

Non-Spouse Beneficiaries of Inherited IRAs & The 50% Penalty: Timing is Everything!

December 8, 2016
The IRS recently published IRS Information Letter 2016-0071. This Information Letter discusses rules that apply to anyone who has inherited an IRA account or other ...
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NEWS ALERT: The IRS Just Confirmed That a QTIP Election Can Be Used With a Portability Election, Answering a Question That Has Existed Since 2010

October 3, 2016
The IRS recently answered a question that has existed for nearly six years now: whether Revenue Procedure 2001-38 would end up preventing the intentional use ...
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The Not-So-Obvious Reasons that Estate, Trust, Conservatorship, and Guardianship Related Disputes Are Going to Explode in Number in the Future (Updated February 2023)

September 27, 2016
Common sense tells us that, as the number of older people in our country increases, the need for estate planning, trust planning, conservatorships, and guardianships ...
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Georgia 529 Plans Get Even Better For Married Couples

August 25, 2016
Beginning with the 2016 tax year (i.e., for Georgia income tax returns filed in 2017), the 529 Plan contribution income tax deduction for married couples ...
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NEWS ALERT: Brand New Proposed Treasury Regulations Under IRC Section 2704 May Significantly Impact Family Business & Investment Entities

August 4, 2016
The Treasury Department and the Internal Revenue Service (“IRS”) have long planned to modify Internal Revenue Code (“IRC”) Section 2704. Finally, on August 2, 2016, ...
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Back to the Basics: First Party vs. Third Party Asset Protection

July 19, 2016
At our firm, most of our clients are hard-working and successful. Having worked hard to accumulate the assets that they have, these clients are often ...
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When it Comes to Life Insurance, “Permanent” Does Not Mean Unchanging

June 27, 2016
Life insurance comes in two very basic types: term insurance and permanent insurance. Term policies, the most common kind, usually provide only a death benefit ...
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How to Fund Your Revocable Living Trust (RLTs Part 3 / Updated February 2019)

April 25, 2016
This newsletter is the final installment of our three part series on Revocable Living Trusts (“RLT”s). The first newsletter in this series was “Should I ...
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