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Retirement Plan › Qualified Charitable Distributions › Roth IRA

Troutman Pepper Locke

Estate Planning in Uncertain Times

Troutman Pepper Locke on

"God, grant me the serenity to accept the things I cannot change, courage to change the things I can, and wisdom to know the difference."- The Serenity Prayer- The first 100 days of President Trump’s administration have been...more

Proskauer Rose LLP

Wealth Management Update - February 2023

Proskauer Rose LLP on

February 2023 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The February applicable federal rate (“AFR”) for use with a sale to a defective grantor...more

Chambliss, Bahner & Stophel, P.C.

Significant Estate Planning Implications Under SECURE and CARES Acts

Chambliss, Bahner & Stophel, P.C. on

Both the SECURE Act and CARES Act are filled with important changes related to estate planning. The Secure Act (Setting Every Community Up for Retirement Enhancement Act), enacted in December of 2019, carries significant...more

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