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

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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.

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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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