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SECURE Act › Inheritance Tax

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

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