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.

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.

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 […]