Stretch Out IRA Distributions, Even Without ‘Stretch’ IRA November 25, 2020 Bill O'Leary, Esq. Asset Protection, Elder Law, Estate Planning The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss. Read More
How Can Life Insurance Help My Estate Plan? January 7, 2020 Bill O'Leary, Esq. Estate Planning As people decide what they should do to benefit their spouses and families, considering life insurance in retirement can help protect, build and transfer wealth in one of the simplest ways possible. Read More