The IRS has just waived required minimum distributions for some IRA beneficiaries.

Tax time is coming up fast. Start with these helpful tax guidelines for 2023 and 2024.

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.

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.

We hope you are looking forward to the holidays and the opportunity to relax and enjoy the company of friends and family.

The IRS recently announced that it will adjust estate tax exclusions in 2023 for inflation.