The Effect of the SECURE Act on Your IRA
Have you checked to see what effect the SECURE Act has on the inheritance of your IRA? #TuesdayTip Robin A....
CARES Act Charitable Deduction
Did you know the new CARES Act just signed into law may allow you a charitable deduction of 100% of...
Someone Trying To Get You To Review Your Estate Planning Documents?
Secure Act, Cares Act and Coronavirus, do you think someone is trying to get you to review, perhaps update, your...
SECURE Act
Do you know what the SECURE Act is? The President signed it in late December. #TuesdayTip Robin A. Lloyd, Sr.,...
Distribution of IRA
Did you know that requirements for distribution of IRAs now starts at age 72? #TuesdayTip Robin A. Lloyd, Sr., J.D.
Stepped Up Basis
Be sure to update your estate planning to ensure that your heirs will get second stepped up basis upon the...