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James G. Blase

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Rapid Rise In Stock Market Raises Estate Planning Concerns

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How is the Dow’s rise relevant for estate planning purposes, particularly for married couples?

Postmortem Tax Planning For IRA Distributions After The SECURE Act

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You need to put a note on a beneficiary's estate tax file.

Examining Ed Slott’s Proposed Stretch IRA Alternative

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Ed Slott’s recent articles on the SECURE Act are well-intended.

Navigating The New Estate Planning Realities

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Estate planning for IRAs and other DC plan benefits has changed with the SECURE Act.

Rapid Rise In Stock Market Raises Estate Planning Concerns

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How the rise in the stock market affects estate planning for married couples.

A Tax-Smart IRA Beneficiary Plan For The SECURE Act

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There are a number of alternatives to consider in order to mitigate the adverse effects of the new tax law.

Planning Around The New Limitations On Stretch IRAs

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Estate planning for IRAs and other defined-contribution plan benefits has changed with the FCAA.

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