March 21, 2022 •
Estate Planning 
Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
Read MoreMarch 18, 2022 •
Estate Planning 
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
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 28, 2022 •
Estate Planning 
If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
Read MoreFebruary 21, 2022 •
Estate Planning 
The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
Read MoreFebruary 10, 2022 •
Estate Planning 
The ‘HEMS’ (health, education, maintenance, support) standard in estate planning is used to guide trustees in how/when they should release funds to a beneficiary.
Read MoreJanuary 12, 2022 •
Estate Planning 
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
Read MoreJanuary 7, 2022 •
Estate Planning 
Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.
Read MoreJanuary 4, 2022 •
Estate Planning 
If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
Read MoreNovember 10, 2021 •
Estate Planning 
On the surface, the difference between revocable and irrevocable trusts couldn’t be any more straightforward. You can change your revocable trust whenever and however you choose. You can’t change your irrevocable trust at all.
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