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    Home / Archives for Roth

    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

    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

    6 Important Estate Planning Considerations – Part 6: Taxes

    July 2, 2018 by Brandon McGee

    An estate plan considers many important aspects. One of the many aspects to consider is the impact of taxes. This article examines some of the many ways consideration of taxes might impact an estate plan. 6 Important Estate Planning Considerations – Part 6: Taxes … [Read more...] about 6 Important Estate Planning Considerations – Part 6: Taxes

    Filed Under: Estate Planning, Legal Education Tagged With: 401(k), beneficiary, estate planning, IRA, Roth, tax, trust

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    September 2, 2020
        

    I am so glad I was fortunate enough to be referred to Brandon McGee. He listened to my needs and developed an estate plan that is comprehensive and addresses all my needs and concerns. I highly recommend him and his firm. I sleep much better now knowing everything is in place.

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