Benefits of Disclaimers in Post-Mortem Estate Planning

October 27, 2022By KROST Wealth

When considering the creation of a will or a trust, one usually thinks about pre-death planning. However, the beneficiaries have an opportunity where post-mortem planning comes into play. Let’s look at an important post-mortem planning tool – the disclaimer. A disclaimer is a refusal to accept an interest in or a power over property – Read the full article…

2019 IRA Deadlines Are Approaching

March 11, 2020By KROST Wealth

Here is what you need to know. Providedby Philip Clark, CFP® Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. A new federal law must be noted Read the full article…

The SECURE Act

January 12, 2020By KROST Wealth

Long-established retirement account rules change. Providedby Philip Clark, CFP® The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a Read the full article…