Qualified Plans

Attached to this memorandum, InterActive Legal subscribers will find new proposed versions of the retirement benefits provisions that are included in InterActive Legal Wills, Revocable Trusts, and other specific trusts.  These proposed…

Regardless of the motive for making a charitable contribution or bequest, an individual should be aware of the tax effects of the transfer. Failure carefully to consider those effects may not only result in the loss of an income tax…