Client Updates

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

KEEP READING

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

KEEP READING

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.

KEEP READING

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

KEEP READING

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

KEEP READING

When a spouse dies, the last thing their surviving spouse wants to worry about is estate taxes. The latest change by the IRS gives some grieving spouses more time to get advice from their estate planning attorney.

KEEP READING

In September, the House of Representatives published proposed changes to tax laws and regulations. If your estate is currently valued at more than $5.5 million (for individuals) or $11 million (for married couples) or if you’re considering setting up a trust, we may recommend that you act before the end of the year because of […]

KEEP READING

©2022 JM Law, PLLC. All rights reserved

site credits :  branding & website  |  photography

8180 Greensboro Drive, Suite 1100   |   McLean, Virginia 22102  |   (703) 956-5738


Disclaimer: Materials prepared by JM LAW, PLLC are for general informational purposes only. Educational material does not create an attorney-client relationship and is not an offer to represent you. You should not act or refrain from acting based on information provided.

connect on social

HOME

contact

SOLUTIONS

ABOUT JESSICA

FAQs

blog

SCHEDULE A CONSULTATION

HELPING YOU TELL YOUR STORY

close window

MEET YOUR 
JM LAW TEAM

JM LAW cares