Estate Planning Discussions: difficult, emotional and stressful
Delaying these discussions can lead to significant family hardship and a loss of highly prized and hard-earned assets.
Navigating the Step-Up Tax Basis Rule
Do not try this at home alone. Consult with your tax adviser to determine the best course of action regarding your entire tax liability.
IRA Beneficiary Designation Planning
When an estate or another non-individual is a primary beneficiary, the entire IRA must be distributed within five years after the original owner's passing.