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Estate Planning Archives | Delap CPA

03 Jan

The SECURE Act: What You Need to Know

January 3, 2020 | By | No Comments

You may have missed the news—buried in a much bigger federal spending bill and passed in the thick of the holiday season—but after months of nearly bringing it to the finish line, it’s now official: On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The […]

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07 Nov

What’s Next: Remaining Opportunity Zone Questions

November 7, 2018 | By | No Comments

November 6th, Delap hosted a webinar covering the details of Opportunity Zones. If you missed the live webinar we’ve shared a link to the recording below. The second set of proposed regulations are promised by the end of the year. Delap is looking to address some lingering questions and will be providing updates as soon […]

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30 Oct

Update: Opportunity Zone Proposed Regulations

October 30, 2018 | By | No Comments

October 29, 2018 — At this point, you may have heard about investing in Opportunity Zones (OZ).  We’re excited to share some highlights about new information recently released. On October 19th, the Department of Treasury published proposed regulations answering many of the questions we had when OZ’s were first introduced in the Tax Cuts and Jobs […]

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10 Oct

Did You Really Mean for Your Ex-Spouse to Inherit Your IRA? (And Other Common Mistakes in Beneficiary Designations)

October 10, 2017 | By | No Comments

When someone dies, and their heirs begin the process of settling the estate, it is not uncommon to be surprised to learn who is the beneficiary of the IRA or 401(k) is. We have seen cases where the ex-spouse or sibling is the beneficiary rather than the spouse.  This happens when the decedent fails to […]

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20 Oct

How to Avoid Prince’s Estate Planning Mistakes

October 20, 2016 | By | No Comments

From his first No. 1 Billboard hit “Let’s Go Crazy” to the creation of popular 80’s movie “Purple Rain”, very few will doubt the music legacy Prince left when he passed earlier this year. However, family members of late music Phenom may be more concerned that he left his estate in a different direction—chaos. What […]

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