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. This list will help you save money on taxes, protect your loved ones, and comply with government rules and regulations.

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.

HEMS stands for health, education, maintenance, or support and is frequently included in trust agreements to guide a trustee on the types of distributions they may make to a trust beneficiary.

So, you have decided to take control of your estate planning and are given two choices: will-based planning or trust-based planning. If the differences between the two confuse you, you are not alone!