As indicated in our last newsletter, we are updating you on the enactment of the Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”) which was enacted on December 20, 2019 and became effective on January 1, 2020.Although
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December
16,
2019
|
01:43
The Department of the Treasury and the IRS reviewed the life expectancy tables that are used to calculate required minimum distributions from IRAs and other retirement plans and have issued proposed regulations to update those tables to reflect
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November
13,
2019
|
12:57
Part 10 of aseries breaking down the process of helping clients set up Trustsby breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
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October
30,
2019
|
10:48
Part 9 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
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October
16,
2019
|
10:35
Part 8 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.Many clients go to the
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October
02,
2019
|
10:22
Part 7 of aseries breaking down the process of helping clients set up Trustsby breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
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September
25,
2019
|
02:11
As the fourth quarter of the year approaches, it is time to turn our thoughts to gifts, both personal and charitable. We also need to consider whether (and how) to make gifts both during lifetime and after death.
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September
18,
2019
|
11:12
Part 6 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
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September
04,
2019
|
01:28
Part 5 of a series breaking down the process of helping clients set up Trusts by narrowing down the issues into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
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August
21,
2019
|
09:19
Part 4 of Mansour Gavin's Estate Planning Basics series which breaks down the process of helping clients set up Trusts.As discussed previously, while most Wills direct an immediate distribution of assets, trusts often have provisions that stretch
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