The Importance of a Durable Power of Attorney Document
November 24, 2020
Moderator Scott Trout is joined by TuckerAllen attorney Teresa Yao to discuss the functions of a durable Power of Attorney and how it enables your agent to make financial decisions on your behalf.
The main way the SECURE Act may impact your trust is with the termination of “stretch” distributions of inherited retirement accounts. Previously, clients planned on passing on significant qualified retirement accounts because they could grow tax-free with compound interest. Read more…
There’s no preparation necessary and you don’t need to bring any paperwork – just bring yourself and your questions. We’ll help you decide which services are right for you and your family.
