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The Dr. Pat Show – Talk Radio to Thrive By!

The Dr. Pat Show – Talk Radio to Thrive By!

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January 20th 2011:James Lange

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 retiremen

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