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The Most Flexible & Best Estate Plan for IRA & Retirement Plan Owners
In this session, we will explore an estate planning system based on a series of disclaimers. Disclaimers allow enormous flexibility for planning for your estate, and one important feature of that flexibility is that it allows you to create a plan that can be adapted based on the economic climate at the time of your death.

We believe flexible estate plans should be used routinely, but in practice, they rarely are.

This kind of flexibility is particularly crucial after the passage of the SECURE Act which has up-ended pre-existing laws governing the distribution and tax treatment of monies from inherited IRAs and retirement plans. We will delve into the nitty gritty of those changes and our recommendations for how IRA owners should respond via their estate planning.

For many $1M+ IRA or retirement plan owners, unless you take aggressive action, your loved ones will likely take a massive income tax hit on the monies in those plans…

So, this workshop will concentrate on what you could do to preserve your estate, especially around wills, trusts, and beneficiary designations of your IRAs and other retirement plans.

We've combined our newest thinking with some of our classic strategies for protecting your children or grandchildren from themselves, but also creditors, possibly including their current spouse.

We will also dive into:

• The details of the best estate plan for married retirement plan owners know as Lange’s Cascading Beneficiary Plan.
• Should your heirs inherit your IRA and other retirement assets directly, or would naming a trust be wiser?
• Charitable trusts as beneficiaries of your IRAs and retirement assets.
• Do you need the ever more popular “I don’t want my no-good son-in-law to inherit one red cent of my money trust?”
• We will combine our newest thinking with some of our classic strategies for protecting your children or grandchildren from themselves, but also creditors, possibly including their spouse.

Dec 6, 2022 01:30 PM in Eastern Time (US and Canada)

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