The SECURE Act and the End of the “Stretch” IRA
Your heirs are about to take a tax hit.
The estate tax numbers (2016 version)
Estate taxes used to be a big deal to affluent families. Now, not so much.
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...
Revocable Living Trusts, the basics: part 1
In conversations with clients and prospective clients in the last few weeks, I have been reminded that...