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Tag: #taxchanges

What happens when grantors fail to transfer title to property to their trust?

Posted in estate planning on July 14, 2021

Most estate plans will include a pour-over will in which assets not titled in the name of the trust will be bequeathed to the trustee of the trust and then distributed in accordance with the terms of the trust.  However, that requires the expensive and time consuming process of opening a probate case, which is… (Keep reading)

Tax Law Changes to Retirement Accounts

Posted in Firm News on February 14, 2020

  In December of 2019, a new tax law referred to as the SECURE Act was signed into law.  This law makes significant changes to the timing for required distributions from a retirement account.  Under former law, a person was required to take a minimum distribution from their retirement account when they reached age 70… (Keep reading)