The Tax Relief Act of 2013
Orange County Estate Planning Attorney James F. Roberts Discusses The Tax Relief Act of 2013
Correctly Implementing An Estate Plan
Contact us today and set up an appointment to help you make sure you are correctly implementing an estate plan. We are here to help.
The Benefits of an Inherited IRA
One of the benefits of an inherited IRA is that it can be set up as an inherited IRA sub-trust to help control how the funds are distributed and used.
Remainder of Life Expectancy for IRA Benefits
The third option and clearly the best option for anybody that’s receiving a large sum of money through an IRA is the remainder of life expectancy.
Options For Choosing an IRA Beneficiary
Orange County Attorney James F. Roberts discusses your options for choosing a Beneficiary. Contact us today if you have questions.