Estate Planning

Warren L. Baker featured as self-directed IRA expert in Natalie Choate’s new book “Life and Death Planning for Retirement Benefits” (8th Edition)

Estate Planning, Recent News, Self Directed IRA, Tax, ,

I am very proud to announce the release of the 8th Edition of Life and Death Planning for Retirement Benefits, by Natalie B. Choate.  Natalie is an extremely well-respected tax attorney in Boston, MA.  For many years, her book has served as a THE AUTHORITY for estate planning and tax attorneys related to the legal … Continue reading Warren L. Baker featured as self-directed IRA expert in Natalie Choate’s new book “Life and Death Planning for Retirement Benefits” (8th Edition)

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THE TAX CUT AND JOBS ACT OF 2017:  Highlights and Estate Planning Considerations

Estate Planning, Recent News

THE TAX CUT AND JOBS ACT OF 2017:  Highlights and Estate Planning Considerations Just three weeks after the Tax Cut and Jobs Act of 2017 was introduced, the final bill was passed on December 20, 2017, and signed into law on December 22nd.  This comprehensive tax overhaul dramatically changes the rules governing the taxation of … Continue reading THE TAX CUT AND JOBS ACT OF 2017:  Highlights and Estate Planning Considerations

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Higher Taxes Don’t Scare Millionaires Into Fleeing Their Homes After All – Bloomberg

Estate Planning, Recent News, Tax

If you raise rates on the rich, will you lose them to other states?  A study of 45 million IRS records suggests it doesn’t work that way. The researchers analyzed 45 million tax records, covering every filer who reported income of at least $1 million in any year from 1999 to 2011, and found that the rich are in … Continue reading Higher Taxes Don’t Scare Millionaires Into Fleeing Their Homes After All – Bloomberg

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Upcoming presentation: Drafting IRA Trusts (June 20)

Estate Planning, Self Directed IRA, Tax, ,

Just a quick “FYI” that I will be one of several speakers at an upcoming National Business Institute (NBI) seminar entitled “Drafting IRA Trusts“.  The seminar will be conducted at the Washington State Convention Center on Monday, June 20, 2016, from 9:00am-4:30pm PST.  An outline of my portion of the seminar is below: Using Self-Directed … Continue reading Upcoming presentation: Drafting IRA Trusts (June 20)

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Survey Reveals Majority of Americans do not Have a Will

Estate Planning, Recent News

A recent survey commissioned by Rocket Lawyer revealed that 70% of Americans aged 45-54, and 54% of Americans aged 55-64, do not have a Will.   The recent death of Prince and news that he died without a will  has brought a lot of attention to this issue and the added complexity, costs, and inherent conflicts … Continue reading Survey Reveals Majority of Americans do not Have a Will

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