An inherited IRA can carry significant taxes and fees. Gone are the days of the stretch IRA. The ability of families to pass their retirement
Taxes can be steep for those who inherit. At the current exemption threshold, few people will be impacted by the federal estate tax. Although more
An inherited IRA is more complicated for heirs who are not a surviving spouse. An IRA is an important source of income in retirement. For
Every estate plan needs an occasional checkup. You have an estate plan in place from years ago. Perhaps you think your affairs are in order.
An estate plan review ensures your plan will work when needed. Most things in life require maintenance. If you do not invest in your marriage,
There are many reasons to review and update an estate plan. Paying attention to expiration dates is important. This can save you from unwittingly poisoning
You can save on taxes with qualified charitable distributions. Few people look forward to any portion of their income ending up in the hands of
A Charitable Remainder Trust can be a tax-efficient means of passing on your IRA when you die. You have been saving for retirement for most,
Neither your last will nor your revocable trust supersedes your beneficiary forms. Do you have a retirement account? If yes, you have likely seen a
Mistakes are part of life, but estate planning mistakes can hurt those you love unnecessarily. Especially given the heightened concerns surrounding the “pandemic,” many people
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.
