Protecting Your Loved Ones and Their Assets

» Tax Planning

SECURE Act 10-Year Mandat…

SECURE Act 10-Year Mandatory Distribution Requirement for Inherited IRAs and 401(k)s Impacts Estate Plans

February 27th, 2020
Posted By
Sharon McCoy
Estate planning for inherited IRAs and 401(k) became more complicated with passage of the Setting Every Community Up for Retirement Enhancement Act of 2019 — commonly known as the SECURE Act. The new law includes a requirement applicable to many in… Read More
Read More
Categories: Estate Planning, For Families, For Financial Professionals, Retirement / Retirement Accounts, Tax Planning
House keys with red ribbon - Gifting Your House to your Kids

Thinking of Gifting Your House to Your Kids? (Stop! Read This First!)

December 5th, 2018
Posted By
Sharon McCoy
You might be thinking that transferring ownership by gifting your house to your kids is a sound estate planning idea. Maybe your home is the place you raised your family, a place that holds all your best life’s memories. It only makes sense that yo… Read More
Read More
Categories: Estate Planning, For Families, For Financial Professionals, Tax Planning, The Family Home

For More Information

  • This field is for validation purposes and should be left unchanged.