Tag: Legislation

We Want to Draft Your Legacy

Before They’re Gone — Estate Planning Strategies

November 15, 2021
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 More

Mega-IRAs Could Be a Source for New Public Policies

October 4, 2021
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 More

Who Receives an Inherited IRA after the Beneficiary Passes?

July 12, 2021
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 More

Is A Roth IRA Smart for Estate Planning?

June 25, 2021
Here are some of the reasons Roth IRAs make sense for 2021 and likely beyond.
Read More

Federal Court Decides for ‘Blue Water’ Navy Veterans

December 23, 2020
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 More

Gifting Can Help Estate Plans and Heirs Reach Goals

September 17, 2020
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 More

Am I Making One of the Five Common Palm Beach Gardens Estate Planning Mistakes?

May 8, 2020
When 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
Welch Law, PLLC

641 University Blvd., STE 108,

Jupiter, FL 33458

Get Directions
Integrity Marketing Solutions - Estate Planning Marketing
Powered by
chevron-down