2/16/08 Recap

February 19th, 2008

On Saturday, February 16, 2008, Denver Vold, Joe Morris and Seamus Smith were on Peter Newman’s “Moneyline” radio show on KMBZ 980 am. They discussed the significant income tax benefits of having ‘Stretch’ IRA language in a trust. Our ‘Stretch’ IRA memo detailing these benefits is found in the Memos & Forms section of our website.

They also discussed that an estate plan may be rendered ineffective if there is not proper titling.

Category: Estate Planning · Media Appearances