Paul PremackApr 28, 2020Can I control who gets my IRA?The simplicity of the non-testamentary designation can interfere with planning for a more complex goal.
Paul PremackMar 6, 2020The estate tax still exists, Mr. PresidentCongress recognized the President’s 2017 proposal as a tax cut for the very wealthy but a tax increase for heirs of estates under $11M.
Paul PremackFeb 11, 2020Can Mom’s house be transferred to her Sister?When a person dies owning real property, several legal pre-planning documents impact establishing the identity of the new owners.