InterActive Legal - Drafting Solutions for Estate Planning and Elder Law Attorneys

On May 23, 2019, the U.S. House of Representatives passed a bill that, if signed into law, would significantly change estate planning for Qualified Plans and IRAs (referred to herein, collectively, as "Retirement Benefits").

A recent set of articles published in the February issue of Trusts & Estates discusses the pros and cons of using Document Assembly Systems. The articles are nicely presented as a Point/Counterpoint feature.

With the estate, gift and GST exemption at nearly $11.5 million and scheduled to grow until 2026 when they will be cut in half, few advisers are focusing on wealth transfer tax planning for their clients.