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SECURE Act › Inheritance

Offit Kurman

The Estate Planning Benefits of Marriage: What Unmarried Couples Need to Know

Offit Kurman on

It is becoming increasingly commonplace for people to enter long-term romantic relationships without legally marrying. While there are no exact statistics on how many Americans fall into this growing category, a 2019 Pew...more

Chambliss, Bahner & Stophel, P.C.

Inherited Retirement Accounts: Minimizing Tax Consequences

Chambliss, Bahner & Stophel, P.C. on

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which went into effect in 2020, changed how beneficiaries of inherited retirement accounts must withdraw these funds. The Act’s passage made it more...more

Proskauer Rose LLP

Wealth Management Update - February 2020

Proskauer Rose LLP on

February 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts - The February Section 7520 rate for use with estate planning techniques such as CRTs,...more

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