There are three Distribution Options for an IRA beneficiary who is not a spouse. How they take the funds has tax consequences for each option.
Articles about Tax planning
an experienced estate planning attorney can help you create a plan that accomplishes your goals while also planning for potential tax consequences.
The IRA Problem Orange County Estate Planning Attorney James F. Roberts
A popular way to make gifts by creating a charitable remainder trust. The following is an overview of the tax benefits of a charitable remainder trust..
A significant source of confusion arises from the fact that only a certain number of states allow for legal, same-sex couples to marry. Read more here.
Choosing a lump sum versus remainder of life expectancy by making your trust beneficiary of your IRA, you can help provide for your family for generations.