Stretch IRAs to children and grandchildren were effectively ended by the SECURE Act, signed into law...
Founding Partner and Shareholder
For more than 25 years, Mr. Grant has developed his expertise in the design and implementation of advanced estate plans, wealth protection techniques, executive retention programs, and business succession strategies for families, privately held businesses, and non-profit organizations. He is a founding partner of Grant, Hinkle & Jacobs. Mr. Grant will be speaking at the MoneyShow on behalf of SafeMoney. He is also author of two books, Tax Deferred Investing, and Estate Planning Is About More Than Death and Taxes. Mr. Grant frequently speaks at estate planning and investment conferences. He has been an active member of the California State Bar since 1994.