Elizabeth D. Mitchell April 28, 2022

Just When You Thought You Understood the 10-Year Rule, Think Again

IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the landscape for IRAs significantly by eliminating the stretch benefit for most designated beneficiaries and … [Read more...] about Just When You Thought You Understood the 10-Year Rule, Think Again

Elizabeth D. Mitchell March 24, 2022

Application of the Updated Life Expectancy Tables

Since the creation of Individual Retirement Accounts in 1971, they have become an increasingly important part of a well-balanced Estate Plan. Taxpayers contribute to the IRA. Upon attaining a certain … [Read more...] about Application of the Updated Life Expectancy Tables

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

The Inflation Reduction Act

President Biden scored a win on some issues, but a loss on others when he signed the Inflation Reduction Act into law. The legislation left the estate … [Read More...] about The Inflation Reduction Act

What’s Estate Planning Got to do with Interest Rates – Part I

Interest rates were at historic lows for many years. Those rates have begun to rise in recent months and may continue to do so. Practitioners need to … [Read More...] about What’s Estate Planning Got to do with Interest Rates – Part I

The Intersection of Asset Protection Planning and Estate Planning – Part II

As part of the Estate Planning process, an attorney explores numerous topics with the client to help create a unique plan tailored to the client’s … [Read More...] about The Intersection of Asset Protection Planning and Estate Planning – Part II

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