News & Analysis as of

Retirement Plan Retirement Funds Estate Planning

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

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

Cohen Seglias Pallas Greenhall & Furman PC

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

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

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

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

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