Jason and Tony discuss tax and estate planning for large IRAs and the SECURE Act in retirement planning.
Tony is a Poulsbo attorney with over 22 years of legal experience. Tony maintains a practice focused on estate planning, elder law, estate and gift taxation, guardianship, and probate matters. He practiced with the IRA Estate and Gift function for over 8 years, and uses the valuable experience in serving clients with large and complex estates to maximize their ability to effectively provide for their family and charitable organizations through lifetime gifting and careful estate and trust planning.
A Lieutenant Commander with over 23 years of active duty and reserve service in the US Navy JAG Crops, Tony is keenly aware of the unique issues facing military veterans and enjoys working with them to successfully integrate their retirement and other veteran benefits into their estate and retirement planning. He recently became a Navy retiree himself on January 31st!
Tony is blessed to live in Poulsbo, and he spends his time being the best husband he can for and with his rock-star wife Kim Hinson, and the best dad he can be for his two amazing kids- Jonathan, 13, and Elizabeth,11.