House Passes SECURE Act – How it Could Impact Your Retirement Plan
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) passed in the House with a 417-3 vote on Thursday, May 28th and is expected to make it through the Senate during this current term. The SECURE Act would be the first real major retirement...
Why You Must Fear the Estate Tax
(Forbes) — the estate tax is dead! Long live the estate tax! Like a Phoenix flaming on the political wind, only to extinguish, then burst anew, this now-you-see-me, now-you-don’t tax is overlooked only at the peril of lasting prosperity. For exposed families,...
Should Inheritances be Equal or Fair?
Stanley H. Teitelbaum, Martin M. Shenkman A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. The issue is summarized in a short phrase: “equal versus fair.” The...
