White Paper: Squeezing the Stretch
On December 20, President Trump signed the SECURE Act. The new law, which applies to events occurring after 12/31/19, makes significant changes to the federal tax law around IRAs.
Intentionally Defective Grantor Trust (IDGT)
Shift future growth of assets out of your taxable estate by selling them into a trust, freezing their value for estate tax purposes, and minimizing the impact on your gift tax exclusion.