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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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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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The end of the year will be here before we know it. To help you get ahead, we’ve created a checklist of top-priority items to address before the year ends.

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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.

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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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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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