July 14, 2022 •
Estate Planning 
The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).
Read MoreJuly 13, 2022 •
Estate Planning 
The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.
Read MoreJuly 12, 2022 •
Estate Planning 
Of course, just because you have a living trust doesn't mean you're all set. Here are a few of the most common mistakes people make with their living trusts.
Read MoreJuly 11, 2022 •
Estate Planning 
There are other types of policies and investments that you can use to get long-term care benefits.
Read MoreJuly 1, 2022 •
Estate Planning 
Long-term care insurance helps pay for healthcare costs that aren’t covered by Medicare or conventional health policies.
Read MoreJune 30, 2022 •
Estate Planning 
Choosing a beneficiary can be very simple, yet very important in any account that requires it.
Read MoreJune 29, 2022 •
Estate Planning 
Handled incorrectly, your cryptocurrency could go poof. You need a password-sharing plan, a plan for naming beneficiaries, and, possibly, a trust.
Read MoreJune 28, 2022 •
Estate Planning 
Due to recent tax law changes, your family may be able to avoid adverse federal estate tax consequences when you leave assets to your adult children.
Read MoreJune 27, 2022 •
Estate Planning 
Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
Read MoreJune 24, 2022 •
Estate Planning 
The Treasury Department is on the cusp of changing a taxpayer-friendly regulation regarding federal estate taxes, but there’s no need to panic. As long as taxpayers can show that their gifts are truly gifts, they should not be affected by the revision.
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