SECURE Act 2.0 has passed and will bring substantial changes to retirement plans. Join us as we discuss the many provisions in this legislation, including: Higher catch-up limits Increasing Required Minimum Distribution (RMD) age Expansion of Roth provisions New tax credits And more!
Are your investments positioned to navigate equity market volatility, current Federal Reserve policy and a slowing economy? Join us as we discuss: Investment changes at The Trust Company of Tennessee […]
It’s possible to have a superb estate plan in concept, including state-of-the-art estate planning documents, only to have defective fiduciary administration cause components of the plan to short circuit or, […]
The current tax and estate planning environment requires particular attention to income tax issues that arise in formulating an efficient and effective estate plan as well as in trust and […]
A large segment of the estate planning industry has evolved from focusing primarily on estate tax deferral and minimization to non-tax planning. Today, many clients whose estates used to be in the category of taxable are now concentrating more on other matters, such as not making their children too rich too soon, protection of assets […]
All employees want to successfully retire one day, but human nature can sometimes get in their way. As a plan sponsor, there are behavioral finance techniques that you can employ […]
As of August 2022, in the 20 years since Kansas became the first state to enact the Uniform Trust Code, 34 more states, plus the District of Columbia, have enacted […]
Planning to avoid, or at least minimize, gift and estate taxes can be daunting. That statement has never been truer than it is in 2023. The IRS often challenges tax […]
Directed trusts, largely unknown in the United States just a few decades ago, are becoming quite common. Many states have adopted statutes to establish a framework for the operation of […]
Co-sponsored by BlackRock SECURE Act 2.0 is the most substantial retirement plan legislation in the last 15 years. It includes 92 provisions that will impact retirement plans over the […]
Co-sponsored by BlackRock SECURE Act 2.0 is the most substantial retirement plan legislation in the last 15 years. It includes 92 provisions that will impact retirement plans over the […]
The Tax Cuts and Jobs Act brought historically high estate and gift tax exemptions. With the seemingly inevitable “sunset” of the Act looming on the horizon, spousal lifetime access trusts […]
