How Will We Adapt To This New Law?

Our firm, with the help of a nationally renowned IRA expert, is watching this law carefully and already formulating strategies to reduce the future negative tax impact on your IRAs when they are inherited.  Since the final details of this new law are still subject to possible change in the Senate before it becomes final, we are awaiting the final Act version prior to informing our clients as to your best IRA planning options (including what to do with your existing IRA Inheritance Trust®, should you have one). Stay tuned!

Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.
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