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Home / Archives for IRA

Revocable Trusts Are Not Always Treated the Same as an Individual

August 17, 2021 by Brandon McGee

A revocable trust is treated the same as the individual for most purposes. But for some narrow purposes it can be treated differently. Read on to learn more. … [Read more...] about Revocable Trusts Are Not Always Treated the Same as an Individual

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, federal taxes, IRA, local taxes, revocable trust, sales tax

Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More

July 6, 2021 by Brandon McGee

The Heckerling conference, the largest conference for Estate Planning in the country, occurred recently. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. Read on to learn more. … [Read more...] about Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More

Filed Under: Estate Planning, Legal Education Tagged With: attorney, Choate, consumer, CRT, estate planning, IRA, recent developments, retirement plan, Roth

Planning Is Important

October 1, 2020 by Brandon McGee

Planning is important. End-of-year tax planning is one part of that planning. This year you should also consider whether you’ve had any payroll tax withholdings deferred. If your employer deferred those withholdings, you’ll have more money withheld next year than usual. That means you’ll have less money for other things, like IRA contributions. Read on to learn more. … [Read more...] about Planning Is Important

Filed Under: Estate Planning, Legal Education Tagged With: end-of-year planning, estate planning, IRA, payroll tax, planning

Beneficiary Designations and Other Non-Probate Transfers

July 3, 2020 by Brandon McGee

Many of us are surprised that our assets may not go to those named in our Will. However, if you have assets controlled by beneficiary designations or other non-probate transfers, that’s the case. Read on to learn how a Will might not control all your assets. Read on to learn more. … [Read more...] about Beneficiary Designations and Other Non-Probate Transfers

Filed Under: Estate Planning, Legal Education Tagged With: bank accounts, brokerage accounts, estate planning, IRA, life insurance, retirement plan

Estate Planning Conference Discusses SECURE Act and More

February 3, 2020 by Brandon McGee

The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week in Orlando, FL. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. The SECURE Act was the biggest topic this time. Read on to learn more. … [Read more...] about Estate Planning Conference Discusses SECURE Act and More

Filed Under: Estate Planning, Legal Education Tagged With: Choate, CRT, estate planning, IRA, retirement plan, Roth

The SECURE Act and What It Means for You

February 3, 2020 by Brandon McGee

The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. Read on to learn more. … [Read more...] about The SECURE Act and What It Means for You

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, IRA, retirement plan

Planning for the SECURE Act

February 3, 2020 by Brandon McGee

The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act. This article examines some planning strategies for dealing with the SECURE Act. Read on to learn more. … [Read more...] about Planning for the SECURE Act

Filed Under: Estate Planning, Legal Education Tagged With: CRT, estate planning, IRA, retirement plan, Roth

New Tax Proposal re: Retirement Savings

June 3, 2019 by Brandon McGee

There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings significantly. Read on to learn more about these proposals and whether they might impact you or your clients. New Tax Proposal re: Retirement Savings … [Read more...] about New Tax Proposal re: Retirement Savings

Filed Under: Estate Planning, Legal Education Tagged With: IRA, retirement plans, SECURE act, tax proposal

Tax Tips after New Year

February 1, 2019 by Brandon McGee

The New Year is here.  Can you do anything to reduce your tax liability for 2018?  This article provides a few tax tips now that we’ve begun another year.  Read on to learn more. Tax Tips after New Year … [Read more...] about Tax Tips after New Year

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), estimated tax withholding, IRA, New Year, retirement, tax tips

Giving Back

December 1, 2018 by Brandon McGee

Giving back provides many benefits, whether in life or at death. The article explores ways of giving back and some of the tax benefits available, both during life and at death. The article provides a couple strategies to maximize the tax benefits, such as grouping deductions and doing a charitable IRA rollover. Giving Back … [Read more...] about Giving Back

Filed Under: Estate Planning, Legal Education Tagged With: charitable IRA rollover, charity, giving back, grouping deductions, IRA

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Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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