What do you mean by R&D?
he said RMD
RMD, Required Minimum Distributions
you mentioned health care directives, what do you recommend to do these in a state that does not have MOLST
what if I have a will and revocable trust in N.J. but planning to permanently move to Fla? Should I wait to move before revising the estate plan?
How to transfer pretax account to tax deferred or free account (e..g., from current 403B to Roth IRA), and the optimal amount every year?
Did the CARES Act change anything major with charitable giving strategy for estate planning?
Thank you for this presentaiton
What are some examples of “other structure utilizing RMD”?
How safe is insurance>?
any ideas on whether to use a revocable trust vs. irrevocable trust?
Is there a general best approach for an older surviving parent in regards to their home? Is there a tax advantage to doing a quitclaim to a child or just keep it in their name and let it go through probate if they are under the 11 million cap? I know there are look back issues for a number of years in case they would need the asset to pay for long-term medical expenses and the state could collect the asset value within the look back period. Thanks!
thank you this was very helpful
Thank you very much. This was very informative