The newest law, SECURE 2.0 contains several boosts for higher income people.
SECURE 2.0 – It Could Be of Great Benefit
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Caring For Generations
Month: January 2023
Heirs Who Just Say No, Thank You
by Cara Chittenden | Jan 18, 2023 | estate administration, estate and tax planning, Estate Planning
When used appropriately, disclaimers can be a big help in saving taxes for heirs.
Reverse Mortgage Can Be an Important Element in an Estate Plan
by risraelov | Jan 11, 2023 | social security, Social Security benefits and estate planning
Seniors can use reverse mortgages to avoid draining their retirement portfolios when the market is down, and also to relocate to be nearer their children.
Second-to-Die Insurance Solves Several Estate Planning Problems
by Rebecca Geyer | Jan 4, 2023 | business planning, estate and tax planning, Estate Planning
Second-to-die insurance solves a number of estate planning problems for couples, preserving assets and assisting in business transfers.n
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