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 MoreApril 12, 2022 •
Estate Planning 
It's hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family's leadership role and manage the family's transition of wealth.
Read MoreApril 1, 2022 •
Estate Planning 
Given their salaries and the chances of getting sued, physicians should strongly consider estate planning early in their careers.
Read MoreFebruary 22, 2022 •
Estate Planning 
It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
Read MoreSeptember 23, 2021 •
Estate Planning ![]()
The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per person for 2017. It's up to $11.7 million for 2021 ($23.4 million for a married couple).
Read MoreFebruary 9, 2021 •
Estate Planning ![]()
Gray divorce issues include weaving through the complications of splitting pensions, 401(k)s and more before the process is complete.
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