James Lange

January 20, 2011
Hosted by Dr. Pat Baccili

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Episode Description

How to Respond to the New Income and Estate Tax Law Passed in 2010 with Regard to Retirement and Estate Planning - James Lange CPA/JD . Under the new estate tax laws, older traditional estate plans are not helpful, but harmful, because of the severe restrictions they place on the surviving spouse, something most couples do not want. Many IRA and retirement plan owners have this detrimental language in their existing wills and trusts and don’t even know it. This can be avoided with appropriate language in wills and trusts and appropriate beneficiary designations of IRAs, Roth IRAs and retirement plans. www.rothira-advisor.com or www.retiresecure.com

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Dr. Pat Baccili

Dr. Pat Baccili is a leader in the field of human potential and the creator of the remarkable “Crust Busting™ process. An international award winning talk radio host, TV commentator, certified career and belief coach, dynamic seminar leader, award winning author and researcher fostering respect and trust in the workplace, inspirational speaker and CEO of a successful organizational consulting firm.



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