Monthly Archives: September 2019
IRA Trusts Could Soon Become an Estate Planning Nightmare
If Congress decides to eliminate the stretch IRA, estate planning could become a lot more complicated, as we discuss below. This is unfortunately a real possibility, as the House recently passed the “Secure Act,” which eliminates the stretch IRA and replaces it with a 10-year payout for most non-spouse beneficiaries, including trusts. Stretch IRAs… Read More »
Should I Consider Involving a Mediator in My Estate Planning?
There is no question that the potential for family conflict to arise during estate planning is significant, especially since those engaged in estate planning often have to discuss inheritance and related issues. During this process, it is possible for estate planning attorneys to help mitigate these disputes by acting as and/or involving mediators. In… Read More »