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The Best Estate Plan for Married Couples with a Large IRA
Presenters Include:

• Jim Lange, CPA/Attorney, and author of eight best-selling investment books.
• Matt Schwartz, Estate Attorney, who will share pro-active legal techniques he routinely uses to implement estate planning essentials.
• Shirl Trefelner, CPA, CSRP, will share her knowledge on the benefit of the increased 7520 rates in addition to Charitable Remainder Unitrusts (CRUTs).

Getting your retirement plan correct is critical, but if you don’t get your estate planning right, your family could lose hundreds of thousands in taxes. That can be prevented.

Between the SECURE Act and pending tax hikes, unless you take aggressive action, you and your loved ones will likely take a massive income tax hit on the monies in your IRAs and retirement plans. This workshop will concentrate on what you can do to protect your estate from Uncle Sam.

We will review what we consider the best estate plan for most married IRA owners but will also cover some advanced trust planning.

Getting trusts right, particularly when the underlying asset is an IRA or retirement plan is crucial. In our reviews of trusts of this type, more than half the trusts we examine are not done right. This common estate planning mistake can be devastating for families with a large IRA and who prefer leaving money to one or more beneficiaries in a trust rather than leaving it to them outright. This could be a minor’s trust, a spendthrift trust, an asset protection trust, or the “I don’t want my no-good son-in-law to inherit one red cent trust.” This webinar shines a light on this common sloppy and costly estate planning error and how you can get it right.

Jan 31, 2023 01:30 PM in Eastern Time (US and Canada)

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