by Debra Robinson | Feb 8, 2020 | Debra Robinson Law Group, Estate Planning, Financial
Most IRA owners want the person they’ve named as IRA beneficiary to delay the payment of income taxes for as long as possible. For a vulnerable IRA beneficiary, there is a secondary goal of passing the IRA account in a way that protects the income tax deferral, but...
by Debra Robinson | Feb 8, 2020 | Debra Robinson Law Group, Estate Planning, Financial
The SECURE Act, which was effective January 1, 2020, is the most impactful legislation affecting retirement accounts in decades. The SECURE Act has some positive changes: it increases the required beginning date (RBD) for required minimum distributions (RMDs) from...
by Debra Robinson | Dec 20, 2019 | Debra Robinson Law Group, Estate Planning
Married couples often believe they don’t need Wills because if one of them died, everything would simply pass to the survivor. Whether that happens depends on how the assets are titled or if there is a designated beneficiary. If there are assets titled just in the...
by Debra Robinson | Oct 25, 2019 | Debra Robinson Law Group, Estate Planning
October 21-27, 2019 was Estate Planning Awareness Week. Now that summer vacations are over and the kids are back in school, it is a great time to review or move forward with your estate planning. Because estate planning is a comprehensive plan and not just a single...
by Debra Robinson | Oct 18, 2019 | Debra Robinson Law Group, Estate Planning
In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2019...
by Debra Robinson | Aug 20, 2019 | Debra Robinson Law Group, Estate Planning, Financial
As our population ages, more and more adult children find themselves having to help a parent or other elderly relative deal with legal and financial matters. To legally authorize that help, the senior should have a valid Power of Attorney. The Georgia Power of...
Recent Comments