SECURE Act Estate Plan Update

SECURE Act No More Stretch

Some people think that their IRA actually belongs to them.  It does not.  It belongs in part to the government.  The politicians created IRA plans.  Those who make the rules can change the rules. . . and they do.  This principle is made very clear in the SECURE Act.  The SECURE Act Estate Plan Update…

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Basic Documents – Legal Services

Basic Documents

Basic Documents Basic Documents – Legal Services are the foundation of all Estate Planning.  With few exceptions, everyone over the age of 18 should implement these documents.  Such Basic Documents designate emergency medical and legal decision makers.  Implementing Basic Documents is a key element of “proactive law” – where solutions are put in place before…

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Expatriation Exit Tax

Expatriation – Giving Up Your U.S. Citizenship Is a Taxing Experience Multi-national planning can include deciding choosing where you will be a citizen.  Sometimes the tax grass appears greener on the other side of the proverbial fence.  Jump the fence and giving up your U.S. citizenship, can trigger an Expatriation Tax.  There are three tests that…

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