Audrey Patrone Peartree

Americans hold a considerable percentage of their wealth in retirement accounts. Recent changes to the Internal Revenue Code (the “Code”), as well as proposed regulations, have introduced new rules altering the required minimum distribution (“RMD”) rules for plan participants and their beneficiaries alike.

In these uncertain times, the importance of having a strategy to address the concerns of aging and maintain the legacy of your family, business and personal history is ever-increasing. Strategic thinking, fueled with passionate advocacy, can ensure that your wishes are honored and your family is taken care of.

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