The Dr. Pat Show: Talk Radio to Thrive By!: How to Respond to the New Income and Estate Tax Law Passed in 2010 with Regard to Retirement and Estate Planning - James Lange, CPA/JD

  01/20/2011  08:00 am PDT

Under the new estate tax laws, older traditional estate plans are not helpful, but harmful, because of the severe restrictions they place on the surviving spouse, something most couples do not want. Many IRA and retirement plan owners have this detrimental language in their existing wills and trusts and dont even know it. This can be avoided with appropriate language in wills and trusts and appropriate beneficiary designations of IRAs, Roth IRAs and retirement plans.


Dr. Pat Baccili

Dr. Pat Baccili helps individuals and organizations break through their limiting Crust so they can reach their unlimited potential. Her specialty is assisting people face ...

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James Lange

James Lange, CPA/JD, is a nationally respected IRA, 401k, 403b and retirement planning expert. With over 30-years of hands-on experience, Jim offers rock solid and time-test...

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