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Estate Planning › Retirement Funds

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Lathrop GPM

[Webinar] Planning for Retirement Accounts that Outgrow Retirement - August 19th, 9:00 am PT

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Lathrop GPM attorneys Allie Itami and Sara Hire will walk through key legal and tax considerations that arise when retirement accounts grow beyond personal retirement needs. From alternative investments to estate tax...more

Bowditch & Dewey

Remember to Adjust Your Estate Plan During or After a Divorce

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Married couples often have wills naming one another as their primary beneficiary. People also often name their spouse as beneficiary of retirement accounts and life insurance policies. Upon commencing a divorce action,...more

Lasher Holzapfel Sperry & Ebberson PLLC

Importance of Beneficiary Designations in Estate Planning

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As a bit of background, there is a distinction between probate assets and non-probate assets. Probate assets are distributed according to your will during a probate administration whereas non-probate assets are distributed...more

Lasher Holzapfel Sperry & Ebberson PLLC

Estate Planning 101: Making Bequests to Charity

Lasher Holzapfel Sperry & Ebberson PLLC on

Many clients opt to make charitable donations to further charitable intentions and to perhaps help reduce estate tax exposure in the process. Charities often fulfill needs and perform work that the government does not...more

Stark & Stark

[Webinar] Estate Planning: Important Changes in 2023 - January 24th, 6:00 pm - 7:00 pm EST

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Join Robert F. Morris, Esq. for a discussion on recent changes affecting retirement assets (IRAs, 401ks, etc.) and updates to the federal gift and estate taxes. The seminar will include how these changes can affect you and...more

Stark & Stark

[Webinar] Estate Planning: Important Changes in 2023 - January 24th, 12:00 pm - 1:00 pm EST

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Join Robert F. Morris, Esq. for a discussion on recent changes affecting retirement assets (IRAs, 401ks, etc.) and updates to the federal gift and estate taxes. The seminar will include how these changes can affect you and...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, November/December 2022

Shumaker, Loop & Kendrick, LLP on

Rising rates spark interest in charitable remainder trusts - If you wish to leave a charitable legacy while generating income during your lifetime, a charitable remainder trust (CRT) may be a viable solution. In addition...more

Bowditch & Dewey

Impact of House Ways and Means Tax Proposals for Trusts, Estates, and Retirement Accounts

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In this second blog post on the House Ways and Means Tax proposals, we address the proposed changes that will affect the taxation of trusts, estates, and retirement plans. As we discussed, on September 13, 2021, the...more

Cohen Seglias Pallas Greenhall & Furman PC

COVID-19 Estate News: Five Important Takeaways from the CARES Act that Affect Your Estate

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With the recent passage of the CARES Act, which provides emergency assistance for individuals, families, and businesses affected by COVID-19, and the passage of the SECURE Act in December 2019, there are now numerous changing...more

Snell & Wilmer

Gift Tax and GST Tax

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On March 13, 2020, the President of the United States issued an emergency declaration in response to the ongoing COVID-19 pandemic. The Emergency Declaration instructed the Secretary of the Treasury to provide relief from tax...more

White & Case LLP

Current Conditions Present Historic Gifting Opportunities; Time to Review Retirement Plan Beneficiary Designations

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The dramatic decline in asset values caused by the emergence of COVID-19 as a significant health threat, combined with historically high gift tax exemptions and historically low interest rates make now an opportune time to...more

Flaster Greenberg PC

SECURE Act May Put A Stop To Most Stretch Individual Retirement Account Planning

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Good things come when you least expect them, but for wealthy retirees and their children and grandchildren, the Setting Every Community Up for Retirement Enhancement (SECURE) Act (passed in the United States House of...more

Cohen Seglias Pallas Greenhall & Furman PC

IRA News: Beware, the IRS May be Your New Biggest Beneficiary

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In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.” If it becomes law, the SECURE Act will bring changes for individuals with retirement accounts....more

Conn Kavanaugh

Don't Forget Asset Ownership When Evaluating Your Estate Plan

Conn Kavanaugh on

So, you’ve signed your estate planning documents. Nice work. But don’t forget that just having a Will and Trust is not enough. How you own your assets is an essential part of the equation, and should be reviewed to ensure...more

Cohen Seglias Pallas Greenhall & Furman PC

[Event] Are You Ready for the Next Recession? How to Prepare for a Potential Downturn - September 25, 2018 - Mendenhall, PA

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Please join Wayne Buckwalter and Michael Toner of Janney for a complimentary dinner and learn ways to protect your assets and not outlive your retirement income. Stocks fell over 50% during the last recession.* What...more

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