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Estate Planning Archives |

Inherited IRA’s

There is now a tightening on the distribution timeline for inherited IRAs and workplace retirement accounts. Many need to be cleaned out within 10 years of the death of the IRA owner or 401(k) participant. The exceptions allow payouts over the beneficiary’s life...

Trust

I have a business client who owns a business and has three children.  The largest asset the owner has is the business. One child works within the business and the plans are for them to eventually take over the running of it, while the siblings dabble in the business...

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