ARTICLES
- Recent Articles
- Asset Protection Planning Issues
- Charitable Planning Issues
- Estate Planning: Advanced Topics - QPRTs, FLPs, GRATs, Dynasty Trusts and more
- Estate Planning: In General
- Family Law Issues: Estate Planning in Divorce and Nuptial Agreement
- Florida Law Issues: Homestead, Change of Domicile and more
- IRA Planning Issues
- Life Insurance Planning Issues
- "Modern"/"Non-Traditional" Estate Planning Issues: Multiple Marriages, Same-Sex Couples and more
- Tax Rulings and Developments
IRA Planning Issues
- Recent IRS Ruling Adds a New Dimension to QPRT Planning
- Close But No Cigar: Claim for Estate Tax Valuation Discount on Retirement Accounts Rejected
- PLR Reveals Planning Opportunities for Clients with Large IRAs
- Money Left to Charity Should Always Be From IRA or 401(K) Even For Estates Under $600,000