Planning for Retirement Assets Can be Difficult

By: AMS Help

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This month’s Alert examines the rules regarding distributions from IRAs and retirement plans. In particular, it examines reasons to make a trust the beneficiary and rules regarding who is the measuring life for minimum...

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Last Chance for Estate Tax Savings?

By: AMS Help

Category:

This month’s alert focuses on the narrowing window to lock-in the current $5.12 million estate and gift tax exemption by gifting prior to year-end. The alert also examines why it may not be possible to...

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