JM LAW

the

BLOG

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

KEEP READING

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

KEEP READING

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

KEEP READING

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

KEEP READING

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.

KEEP READING

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.

KEEP READING

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

KEEP READING

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

KEEP READING

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.

KEEP READING

How to set up legacy contacts for Apple, Google, and password management software to ensure access to your digital accounts after incapacity or death.

KEEP READING

©2022 JM LAW, PLLC. All rights reserved

site credits :  branding & website  |  photography

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.

connect on social

HOME

contact

SOLUTIONS

ABOUT JESSICA

FAQs

blog

SCHEDULE A CONSULTATION

HELPING YOU TELL YOUR STORY

close window

MEET YOUR 
JM LAW TEAM

cares