Consider Early QCDs from IRAs in the New Year
The argument for making a Qualified Charitable Distribution from your IRA early in the year.
The argument for making a Qualified Charitable Distribution from your IRA early in the year.
It’s not too late to consider this comprehensive checklist for estate planning in the “new year.”
You might want to update your list of New Year resolutions.
Don’t wait – get those annual exclusion gifts made in January this year.
This article provides a good reminder as we begin the new year that estate plans need periodic review and updating. What is your new year’s resolution?
Make it your commitment to tend to your estate planning by consulting this thought-provoking checklist by attorney, Martin Shenkman.