Client Updates

Contact us to schedule a Legacy Roundtable with you, your loved ones, your estate attorney, and your financial advisor. We’ll lead it for you.

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

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

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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.

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

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

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

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

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

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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.

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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.

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