Tax laws constantly evolve, and these changes directly affect your estate planning strategy. Recent updates for 2025 bring both opportunities and challenges for Manhattan families managing substantial wealth. Understanding these changes helps you protect your assets and minimize tax burdens for your heirs. The decisions you make now can save your family significant money in […]
SECURE act
Traditional IRA Changes Are on the Horizon
On December 20, 2019, the SECURE Act was enacted. It changed some of the individual retirement account parameters, and more adjustments are on the way. We will look at them in this post, but first, we will review the contents of the original SECURE Act. Elimination of the Stretch IRA From an estate planning perspective, […]
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