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Harris Beach PLLC

Estate Planning: Eight Steps to Take Now

Harris Beach PLLC on

Many think estate planning is only a concern for those who are later in their stage of life or wealthy. They put it off for years, or entirely. Estate planning is for everyone and essential to maintain financial security...more

Ward and Smith, P.A.

The SECURE Act: Elimination of the Stretch IRA

Ward and Smith, P.A. on

The "Setting Every Community Up for Retirement Enhancement Act of 2019" ("SECURE Act"), which Congress passed at the end of 2019, included changes that may significantly affect how your retirement accounts fit into your...more

Proskauer Rose LLP

Wealth Management Update - October 2019

Proskauer Rose LLP on

October 2019 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts - The October Section 7520 rate for use with estate planning techniques such as CRTs, CLTs,...more

Adler Pollock & Sheehan P.C.

Estate Planning Pitfall: You haven’t properly funded your revocable living trust

Adler Pollock & Sheehan P.C. on

A revocable living trust is often used to complement a will. Assets transferred to the trust generally don’t have to go through the probate process, which can be time-consuming and expensive. They’re also generally protected...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - October/November 2018

Adler Pollock & Sheehan P.C. on

In This Issue: - Who needs an estate plan? Quick answer: Everyone - NINGs, DINGs and WINGs: Understanding the tax angles of self-settled trusts - Securities laws can derail your estate plan - ESTATE PLANNING...more

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