How to Leave Your IRA to a Trust — And Why You Might
OCTOBER 4, 2010 VOLUME 17 NUMBER 31 Last week we wrote about how you can go about leaving your IRA (or 401(k), 403(b), etc.) to a child with a disability. In passing we mentioned that the discussion about how to leave your IRA to any trust could wait for another day. Today is that day. […]
How To Leave An IRA To A Child Who Has a Disability
SEPTEMBER 27, 2010 VOLUME 17 NUMBER 30 This is so confusing to clients, but it needn’t be. The rules are actually simpler than they seem. Stay with us, and we’ll walk you through it. OK, here’s the set-up: You have three children, one of whom (the youngest) has a disability. We’ve decided to name her […]
Our Free Seminar Reviews 2010 Law Changes For Estate Plans
APRIL 19, 2010 VOLUME 17, NUMBER 13 This has been a tumultuous year for estate planning attorneys—and for their clients. The federal estate tax has been repealed, there are new rules in effect governing Roth IRAs, and heirs are facing higher capital gains liability. We don’t profess to have all the answers, but we think […]
Roth IRA Conversion in 2010 More Attractive For Some
JANUARY 11, 2010 VOLUME 17, NUMBER 2 Recent changes in federal regulations affecting the Roth IRA now make this retirement savings plan available to wealthier individuals. We list some of the factors to consider in determining whether to convert your existing traditional IRA to a Roth IRA – so that you can discuss the matter […]
To Our Favorite Estate Planning Client: Please Help Us Help You
JUNE 1, 2009 VOLUME 16, NUMBER 42 Dear client: It has been wonderful working with you. We are pleased that your estate plan is completed, and simultaneously saddened that we will not be seeing much of you for a couple years. Please remember to get in touch with us if there are major life changes. […]
Pension Protection Act of 2006 Includes Little-Known Benefits
NOVEMBER 13, 2006 VOLUME 14, NUMBER 20 Even as the recent national election was ramping up late last summer, Congress passed and the President signed the Pension Protection Act of 2006. Billed as a great boon to most workers, the Act may not have nearly the advertised effect—primarily because of a continuing shift away from […]
New Tax Law Will Mean More Planning Is Necessary, Not Less
JUNE 18, 2001 VOLUME 8, NUMBER 51 Last week Elder Law Issues predicted that the principal effect of the federal government’s estate tax repeal would be to make most people revisit their estate plans (and their attorney) more often. Because of the automatic “sunset” of the repeal measure in 2011, any plan addressing the changes […]
