Linda VargaFeb 16, 20204 minCongress Passes The SECURE Act: How It Impacts the Beneficiaries of Your Retirement AccountThe SECURE Act and how it eliminates the stretch IRA for your beneficiaries.
Linda M. VargaMay 27, 20193 minThree Signs You Need to Update Your Estate PlanNeglected estate plans not only jeopardize a clients’ estate planning wishes but may also negatively impact their loved ones, not to mention
Henry J. Moravec IIIMay 27, 20194 minEstate Planning for the Non-Citizen Non-ResidentWhen their U.S. citizen children were advised that each parent was only entitled to a $60,000 estate tax exemption and that the estate would
Henry J. Moravec IIIAug 7, 20184 minReducing Capital Gains TaxIn this new era of a significantly increased estate tax exclusion (over $11 million per person) and the option to elect “portability,”[1]...
Linda M. VargaJul 30, 20183 minCould Your Children Be Missing Out on Your Property Tax Exemption?Often a client wishes for one or more of his children to receive the family home or other real property as part of their inheritance,...