Most people in the Las Vegas area have accounts that list beneficiaries. When these financial accounts are set up they often need to designate a beneficiary. This is usually done when the account is created but may not be reviewed ever again. Not reviewing a financial...
Protecting Your Wealth One Piece At A Time
Month: January 2022
Stilled confused about rules for stretch IRA’s?
Estate planning is complex enough for residents of Nevada and across the country without ever-changing estate tax laws and their applications to gift-giving. Responsibly securing gifts meant for your loved ones can also involve maneuvering estate assets to preserve...
David A. Straus is the author or co-author of many publications.
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