Hot topics in Estate Planning for Individuals
Lunch will be provided. No cost seminar, registration required.
Space is limited. To register please contact Lisa Buck at firstname.lastname@example.org or at 520-770-8700.
-What the new U.S. Supreme Court filing means for your IRA
-What you need to do to protect your IRA for your beneficiaries
-What is an “IRA Beneficiary Trust” and how does it work?
-What does the new tax term “portability” mean for estate tax purposes?
-Do I need to amend my existing Revocable Living Trust to deal with “portability”?
-Does my traditional AB Trust need to be amended?
-What changes, if any, are we likely to see with the current Republican control?
-Estate planning for non US citizens