(410) 224-7800 • 200 Harry S. Truman Parkway, Suite 320, Annapolis, Maryland 21401
Estate Planning & Trusts
In late December of 2019, Congress enacted new legislation designed to allow older Americans additional tax-deductible ways to grow their qualified retirement plans. Unfortunately, this Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) ends the righ ...
After enactment of the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) on January 1, 2020, clients now need to re-examine their estate planning with their advisors with regard to their IRAs and other qualified retirement plans. As we noted in ...
With clients worried about a perceived stock market top in the near term and a potential recession in the next 18 months, it's probably a good time to look at an old favorite in our Estate and Trust planning toolbag: the Charitable Remainder Trust (generally referred to as ...
We previously provided an overview of Charitable Remainder Trusts (CRTs) and suggested that they might be a good strategy to employ to avoid immediate capital gains taxes on appreciated or concentrated marketable securities positions. That overview has sparked a number of s ...
We previously provided an overview of Charitable Remainder Trusts (“CRTs”) and suggested that now might be a good time to employ this strategy to avoid immediate capital gains taxes on appreciated or concentrated marketable securities positions. That overview has sparked a ...