Stretch Out IRA Distributions, Even Without ‘Stretch’ IRA
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Pre-Election Estate Planning Includes a Vast Variety of Trusts
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
How Low-Interest Rates Create Estate Planning Opportunities
A more present sense of one's own mortality may drive those who have not made plans before to begin the process of creating an estate plan. For those who have existing plans, are they up to date? How does the changing economic environment affect prior decisions?