Planning for Retirement Assets Can be Difficult

By: Slaton Schauer Law Firm

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This month’s Alert examines the rules regarding distributions from IRAs and retirement plans. In particular, it examines reasons to make a trust the beneficiary and rules regarding who is the measuring life for minimum...

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More Reasons for Clients to Review Their Estate Plans

By: Slaton Schauer Law Firm

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This month’s Alert examines how the “fiscal cliff” legislation could result in changes for estate plans. Depending on the couple, it might mean they could simplify their plan. However, there are many non-tax reasons that...

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Last Chance for Estate Tax Savings?

By: Slaton Schauer Law Firm

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This month’s alert focuses on the narrowing window to lock-in the current $5.12 million estate and gift tax exemption by gifting prior to year-end. The alert also examines why it may not be possible to...

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