Jan 21, 2020 | Estate Planning, SML Planning Minute Podcast, Company News
Episode 56 – The SECURE Act and final anti-clawback regulations impact estate planning for wealthier individuals. The Stretch IRA is eliminated, and there will be no clawback of the basic estate and gift tax exclusion amount. Here are some things you need to know and potential solutions. Learn more in today’s podcast.
Nov 5, 2019 | SML Planning Minute Podcast, Estate Planning, Company News
William Rainaldi Podcast: Play in new window | Download (Duration: 7:47 — 7.4MB)Subscribe: Apple Podcasts | Android | Email | Google Podcasts | Stitcher | TuneIn | Spotify | RSS | More Episode 46 – Estate Planning for Your Pet. What would happen to your pet in...
Aug 27, 2019 | SML Planning Minute Podcast, Estate Planning, Company News
Podcast: Play in new window | Download (Duration: 8:13 — 7.8MB)Subscribe: Apple Podcasts | Android | Email | Google Podcasts | Stitcher | TuneIn | Spotify | RSS | More Episode 36 – Believe it or not, being rich and famous really does have its downside. In...
May 28, 2019 | SML Planning Minute Podcast, Estate Planning, Personal Planning, Company News
Episode 23 – Despite the amount of life insurance in your estate, it is an asset that is generally not evaluated, reviewed, or appraised on a consistent and comprehensive basis.
