Paul Meloan – Vested Interest

Estate Planning

  • Taxes
  • Paul Meloan
  • 4 Min Read

The SECURE Act and the End of the “Stretch” IRA

Your heirs are about to take a tax hit.
  • Family
  • Paul Meloan
  • 4 Min Read

The estate tax numbers (2016 version)

Estate taxes used to be a big deal to affluent families. Now, not so much.
  • Basic Training
  • Paul Meloan
  • 3 Min Read

Revocable Living Trusts, the basics, part 2

I realize I need to finish up the piece on revocable trusts. Last time, I listed the reasons why a...
  • Basic Training
  • Paul Meloan
  • 5 Min Read

Revocable Living Trusts, the basics: part 1

In conversations with clients and prospective clients in the last few weeks, I have been reminded that...