Apr 8, 2021 | Estate Planning, Estate Tax, Income Tax
For years now when potential clients indicated they are worried about death taxes, we have been able to alleviate those fears. The large estate tax exemption, along with stepped up basis provisions in the Internal Revenue Code, have made it so most families are...
Oct 2, 2020 | Estate Planning, Income Tax, Retirement, Retirement Accounts, Wills and Trusts
Advisors are Examining Charitable Remainder Trusts for IRAs Charitable Remainder Trusts are not new to estate planning. For people with charitable intent they have been used for quite some time when dealing with highly appreciated assets. Now, however, they are...
Sep 29, 2020 | Estate Planning, Income Tax, Retirement, Retirement Accounts
2020 has brought so many changes with it. Perhaps one most people are not thinking about is the implementation of the SECURE Act. See http://joneselderlaw.com/what-will-the-secure-act-do-to-your-ira/. With the elimination of the favorable Stretch IRA provisions,...
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