News & Analysis as of

Spouses Individual Retirement Account (IRA)

Fox Rothschild LLP

The Bucket List: Understanding Marginal Tax Rates

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We have been reading lots of literature about withdrawing funds from tax advantaged accounts like 529 Savings Plans, 401(k)s and IRAs and these articles casually mention the taxes imposed when those accounts are tapped...more

Fox Rothschild LLP

America’s Retirement Anxiety

Fox Rothschild LLP on

There are times when even though you are in the middle of thorough research, you can miss the larger point. We have been writing a fair amount about retirement and it is relevant as we are seeing more and more “gray”...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, November/December 2021

Getting remarried? Understand your spouse’s inheritance rights - If you’re getting remarried, you may have very different expectations than you did when you married the first time, especially when it comes to estate...more

Burns & Levinson LLP

The SECURE Act – Considerations for January 2020

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Often times in a divorce matter, the two biggest assets the parties have are their house and retirement accounts. While everyone was busy with the recent holiday rush, President Trump signed the SECURE Act into law as part of...more

Verrill

2018 Year-End Estate Planning Update

Verrill on

Federal Transfer Taxes - The Internal Revenue Service has announced the annual inflation adjustments for the 2019 tax year... Federal unified gift and estate tax exclusion increasing to $11,400,000: As of January 1,...more

Goulston & Storrs PC

T&E Litigation Newsletter- 9/3/15

Goulston & Storrs PC on

Massachusetts courts have issued decisions on several topics of interest, including whether a revocable spendthrift trust may properly be included in a marital estate, what happens to assets left to a named beneficiary who...more

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