The Setting Every Community Up for Retirement Enhancement (Secure) Act upended inherited IRAs for most non-spousal beneficiaries. The 10-year rule for withdrawing from inherited IRAs eliminated the ability to stretch inherited IRAs for these beneficiaries.
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?
The IRS is weighing a change that could leave your heirs poorer than you might hope.
We are pleased to announce that attorney Zach Wiegand has been named a Minnesota Super Lawyer Rising Star for 2022 by Super Lawyers Magazine for