Changes to RMDs from Stimulus Plan
Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus relief bill, which the Senate has approved, and the House recently passed.
April 21, 2020
Beneficiary Designations Can Damage an Estate Plan
During the estate planning process, these beneficiary designations are reviewed to ensure that the beneficiaries are correct, and that the distribution of these assets conforms with the client’s intended estate plan.
March 26, 2020