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Final SECURE 2.0 regulations
The IRS has finally issued its long-awaited Final Rule implementing the “SECURE 2.0” legislation governing distributions to non-spouse de...
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The Lion Cub deed is an elusive creature. It is fleetingly mentioned on the web sites of some Michigan estate planning and real estate attor...
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The 2019 SECURE Act made a major modification to post-mortem distributions of funds from IRAs and qualified retirement accounts to non-spous...
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We recently posted our commentary on the use of a so-called “lion cub” deed, noting that two or more people who are granted ownership of re...
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