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 MoreJune 3, 2022 •
Estate Planning 
More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
Read MoreMarch 17, 2022 •
Estate Planning 
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption four years from now—has resulted in a renewed interest in estate planning for IRA and 401(k) accounts owned by married couples.
Read MoreFebruary 10, 2022 •
Estate Planning 
State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
Read MoreJanuary 20, 2022 •
Estate Planning 
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
Read MoreJanuary 5, 2022 •
Estate Planning 
My ex-husband passed away. However, I was named the beneficiary on his 401(k). Even though we are divorced, do I still have a right to it?
Read MoreJanuary 3, 2022 •
Estate Planning 
Roth IRAs and Roth IRA conversions have received a lot of press recently. Between the various tax proposals that have been floating around Congress and normal year-end tax planning strategies, Roth IRAs are a popular topic.
Read MoreNovember 26, 2021 •
Estate Planning 
While no one wants to think about his or her own death, planning for the inevitable is an important part of protecting your assets and those you love.
Read MoreNovember 23, 2021 •
Estate Planning 
About 1.5 million Americans become widows and widowers in a normal year, but the pandemic has boosted that significantly. The National Center for Family and Marriage Research at Bowling Green State University estimates that about 380,000 of more than 700,000 people in the U.S. who have died from Covid were married.
Read MoreNovember 10, 2021 •
Estate Planning 
Inherited assets come with benefits, along with some burdens, so how can I help my children?
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