Learn About Wills and Bequests
What are the benefits of making a bequest?
- You leave a lasting legacy to be remembered
- You lessen the burden of taxes on your family
- You may receive estate tax savings
Are you planning to leave your IRA to your children and other heirs using a stretch IRA plan? Did you know the Secure Act has dramatically changed the tax law rules, substantially increasing the income taxes paid by your children on inherited IRAs?More