News & Analysis as of September 23, 2024

Retirement Plan

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

Your Girlfriend from the 1980s is Grateful for Your Million Dollars.

Fox Rothschild LLP on 6/13/2024

It is no secret that a lot of people in America are living alone and while many have been in one or more serious relationships those never culminated in marriage. Meanwhile, these people accumulate assets but often don’t pay...more

SECURE 2.0 and Protecting Your Designated Beneficiaries

Shutts & Bowen LLP on 11/29/2023

The Setting Every Community Up For Retirement Enhancement Act (SECURE Act) was attached to a spending bill (the Further Consolidated Appropriations Act of 2020, or FCAA) and signed into law on December 20, 2019, taking effect...more

Estate and Tax Planning for US Expatriates

Allen Barron, Inc. on 11/16/2023

What are the most important elements of estate and tax planning for US expatriates? Are you planning to move out of the United States? Are you a US taxpayer who lives and works outside of the country? What are some of the...more

Estate Planning Update: Recent IRS Ruling Offers a Stark Reminder of the Benefits of Proper Estate Planning for Retirement...

Keating Muething & Klekamp PLL on 8/8/2023

Despite ultimately finding in favor of a taxpayer surviving spouse, IRS Private Letter Ruling 2023-22-014 (the “PLR”) is chock-full of reasons to ensure proper planning is in place when it comes to IRAs....more

Estate Planning Pitfall: You Haven’t Coordinated Beneficiary Designations With Your Will

Adler Pollock & Sheehan P.C. on 5/3/2023

Perhaps you drafted your will years ago and it references many of your existing assets, including retirement plan accounts and life insurance policies. But you also have paperwork on file with the applicable financial...more

The Estate Planner, January/February 2023

Shumaker, Loop & Kendrick, LLP on 12/28/2022

Pay attention to securities laws when planning your estate - Do your assets include unregistered securities, such as restricted stock or interests in hedge funds or private equity funds? If so, it’s important to consider...more

How is That Account Titled?

Ruder Ware on 9/22/2022

My husband just recently opened a new account at one of those online, do-it-yourself, investment companies. He promises that with the tiny amount of money I was willing to allow him to experiment with that he will make us...more

Why Contingent Beneficiaries Matter

Adler Pollock & Sheehan P.C. on 6/29/2022

Your will is the foundation of your estate plan. Notably, it provides for the disposition of your worldly possessions, including your house, investments and other property. These go to the beneficiaries named in your will. In...more

Do I Need to Update My Estate Plan?

Mitchell, Williams, Selig, Gates & Woodyard,... on 9/30/2021

If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan. Unfortunately, as...more

Be a nice family member, get your beneficiary forms in order

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 8/31/2021

I hate death, I hate talking about death, the whole point of living is not dying. Yet, when it comes to setting things rights, I’ve done the best I can in terms of drafting a will and keep beneficiary forms up to date....more

Beneficiary Designated Property: A Trap for the Unwary

Pullman & Comley, LLC on 7/19/2021

Financial institutions and brokerage firms occasionally recommend that client accounts be structured as joint or beneficiary-designated accounts without full consideration of the impact on the client’s estate plan....more

The Estate Planner, July/August 2021

Shumaker, Loop & Kendrick, LLP on 6/16/2021

Annual exclusion gifts - A deceptively powerful estate planning strategy - In 2021, the federal lifetime gift and estate tax exemption amount is a whopping $11.7 million. So, for most people, it may seem like planning...more

No Free Lunch For the Sandwich Generation

Adler Pollock & Sheehan P.C. on 11/24/2020

Are you part of the sandwich generation? This is the name given to people caught in the middle between caring for elderly parents or in-laws and raising young, and sometimes not-so-young, children. And, of course, you still...more

Everything You Need to Know About Beneficiary Designations

Cohen Seglias Pallas Greenhall & Furman PC on 10/22/2020

Presented by Cohen Seglias associate Whitney Patience O'Reilly on October 22, 2020. An often overlooked but important aspect of estate planning is the designation of beneficiaries—both primary and contingent—on life...more

[Webinar] Everything You Need to Know About Beneficiary Designations - October 22nd, 12:00 pm - 12:30 pm ET

Cohen Seglias Pallas Greenhall & Furman PC on 10/8/2020

An often overlooked but important aspect of estate planning is the designation of beneficiaries—both primary and contingent—on life insurance policies and retirement accounts. In this webinar, Whitney O’Reilly, a seasoned...more

Guess What? The Laws HAVE Changed – Avoiding A Conduit Trust Catastrophe After The SECURE Act

Weintraub Tobin on 5/4/2020

Like most estate planners, we always remind clients that tax and estate planning laws are subject to change and frequently do. As busy practitioners, it is impossible for us to reach out to every client when a change might...more

McNees Insights – Estate Planning: March 2020

McNees Wallace & Nurick LLC on 3/3/2020

The current year sees us coming off a good year in the stock market and an economy that is strong. However, in November there is another presidential election cycle, which could bring change to which political party controls...more

The Secure Act | How SECURE are you in your estate plan? (video transcript)

Buckingham, Doolittle & Burroughs, LLC on 2/27/2020

In this transcript of the video below, attorneys Ron Wayne and Sarah Blank discuss the SECURE Act and the key provisions that may affect you....more

2020 Estate Planning Update

Verrill on 2/26/2020

SECURE ACT - What you need to know: The Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect on January 1, 2020. The most significant provisions of the SECURE Act involve changes to the...more

The Secure Act | How secure are you in your estate plan?

Buckingham, Doolittle & Burroughs, LLC on 2/24/2020

In this brief video, attorneys Ron Wayne and Sarah Blank discuss the SECURE Act and the key provisions that may affect you....more

If Your Estate Plan Includes IRAs, a New Law Means It Is Time to Reevaluate

Chambliss, Bahner & Stophel, P.C. on 2/18/2020

Both workers and retirees may need to rethink some of their estate planning in light of the newest spending bill. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, part of the massive bill, makes major...more

SECURE Act Presents Planning Challenges and Opportunities for Retirement Accounts

Perkins Coie on 2/12/2020

The Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) was signed into U.S. law on December 20, 2019. The SECURE Act makes significant changes to the administration of IRAs and other tax-deferred...more

Your Retirement Planning and the SECURE Act

Farella Braun + Martel LLP on 2/3/2020

The Setting Every Community Up for Retirement Enhancement Act (or SECURE Act), signed into law on December 20, 2019, changes retirement planning significantly and unexpectedly. The bulk of the changes become effective as of...more

[Webinar] The SECURE Act: How This Brand New Law Affects Your Retirement Accounts - February 20th, 12:00 pm ET

Cohen Seglias Pallas Greenhall & Furman PC on 1/30/2020

The Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) was enacted on December 20, 2019, as part of a major appropriations bill. The SECURE Act is intended to make it easier for a broad range of...more

Why Should I Get My Estate Planning Done Now?

Lewitt Hackman on 1/30/2020

Last Sunday I learned that my mother’s dear friend who is very active, hikes daily, gardens daily, does senior yoga weekly, eats a healthy diet, and has many volunteer and social commitments that keep her happy, went on a...more

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