Category

Trusts

ForbesInheritanceIRA RolloverRoth IRASecure ActTax & Estate PlanningTraditional IRATrustsUpdated for 2020

The End of the Stretch IRA and What it Means for Your Estate Plan

The Secure Act became law on December 20th, 2019, bringing the most significant changes to the retirement system in over a decade. Among the changes is the end of the so-called 'Stretch IRA' which allowed non-spouse beneficiaries of an IRA (or other type of retirement account) to 'stretch' withdrawals over…
January 15, 2020
Estate PlanningTrusts

8 Common Misconceptions About Trusts

Although many Americans are familiar with the broad concept of a trust, there are numerous misconceptions about what they are, who they're for, and the benefits they can - and cannot - provide. One of the most common misconceptions about trusts is that they are only a tool for the…
January 10, 2018