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.

When a loved one dies: first, you grieve. Next, as their successor trustee, there is a series of obligations that you must handle to put your loved one to rest and to manage their estate.

Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you if you become incapacitated. They take care of your family and even your pets.

We know that you are always looking for ways to protect your family and loved ones. Here are six steps to take this year to help make sure that your estate plan protects you and yours.

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.