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Retirement Plan › Beneficiaries › Tax Liability

Chambliss, Bahner & Stophel, P.C.

Planning with Intention: Charitable Giving Through Your IRA

Chambliss, Bahner & Stophel, P.C. on

“Nowhere is wisdom more necessary than in the guidance of charitable impulses. Meaning well is only half our duty; thinking right is the other, and equally important, half.” — Samuel Gridley Howe...more

Offit Kurman

Equal Shares, Unequal Outcomes: Estate Planning Strategies for Parents and their Qualified Retirement Accounts

Offit Kurman on

Typically, a parent wishes to treat their children equally in their estate plan and presumes they will achieve this goal by dividing all their assets into equal shares upon their death. Accordingly, they will designate their...more

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