November 15, 2021 •
Estate Planning If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before new legislation passes, you undoubtedly will receive these over the next few months.
Read MoreOctober 4, 2021 •
Estate Planning Congressional Democrats are weighing a new type of required distribution from individual retirement accounts, based on the account value instead of age, according to a discussion list of policy ideas obtained by CNBC.
Read MoreJuly 12, 2021 •
Estate Planning What happens if a non-spouse beneficiary inherits an IRA account but dies before the money is put in her name. There were no contingent beneficiaries. Which estate would get the IRA?
Read MoreDecember 23, 2020 •
Estate Planning A recent court order could give up to 15,000 Vietnam veterans previously denied disability benefits, an average of $28,000 in backdated payouts, but federal officials could still yet try to appeal the ruling in coming weeks.
Read MoreSeptember 17, 2020 •
Estate Planning Despite many attempts at repeal over the years, the modern U.S. Estate Tax has been in place since September 8, 1916. Each U.S. citizen and resident alien is entitled to a lifetime exemption from the federal Gift/Estate Tax called the Applicable Exclusion Amount.
Read MoreWhen is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
Read More