Description
During this course we will:
• Learn the mistake many people make that could disinherit their spouse and kids
• How to keep things fair (and legal) in a second marriage situation
• How the SECURE Act made major changes to inheritance rules
• How to know whether a will or a trust is better for your circumstances
• Learn what assets are better to hold under the new economic set-up
• How leaving an IRA to the wrong beneficiary will cost 35% to 50% in additional taxes
• IRA’s, ROTH’s, non-qualified, stocks, bonds, annuities, etc.: Learn the differences and how each should tie into your legal and tax plan
