The FDIC has changed the rules on how it insures your family’s trust. 
Beginning April 1, 2024, the money held in the bank by your revocable or irrevocable trust will be covered under one rule.

There is one constant in strategic estate planning: laws and regulations change every year. Here are three changes that may affect you.

We hope you are looking forward to the holidays and the opportunity to relax and celebrate with friends and family.

We are pleased to announce that Jessica Marchegiano, our founding attorney, has been named to the 2023 Top Lawyers list by Northern Virginia Magazine.

The end of the year will be here before we know it. To help you get ahead, we’ve created a checklist of top-priority items to address before the year ends.

The SECURE Act altered how a beneficiary of an IRA is required to take withdrawals. Because of this, it may be more advantageous to make a trust the beneficiary of an IRA.

Post SECURE Act, only a surviving spouse of the IRA or 401(k) owner can take stretch distributions.

The SECURE Act 2.0 includes a number of changes likely to affect your retirement, legacy, and estate planning in different ways. 

Tax laws and regulations can be tricky, particularly when it comes to estate planning. Recently, the IRS issued a new ruling that clarifies how property held in an irrevocable trust will be treated.

How to set up legacy contacts for Apple, Google, and password management software to ensure access to your digital accounts after incapacity or death.