What are RMD Rules for 2023?
The SECURE 2.0 Act, which was signed into law in December 2022, changes the RMD rules for retirement savers beginning in 2023.
March 7, 2023
Top Benefits of Estate Planning
Estate planning isn’t just for the ultra-wealthy, nor is it something you should put off until your golden years.
March 6, 2023
Estate, Gift, and GST Exemptions for 2023
The Internal Revenue Services has announced the inflation-adjusted figures for estate, gift and generation-skipping transfer (‘GST’) tax exemptions for 2023.
March 3, 2023
How Does Guardianship Work?
If you haven’t had any experience with guardianship for adults with dementia, it’s likely you don’t understand just how complex it is. You are not alone.
March 2, 2023
Can a Revocable Trust Protect Assets from Creditors?
With a revocable trust, you are typically both the founder and the trustee. This means that you both create the trust and manage its assets and operations.
March 1, 2023
Busting Some Estate Planning Myths
While thinking about legacy planning can be unpleasant because it involves discussions about incapacity or mortality, it’s an important aspect of good financial planning that shouldn’t be ignored.
February 28, 2023
Planning With a Dementia Diagnosis
Families and their loved ones with dementia need to start advance care planning after receiving a diagnosis of dementia. Medical experts and attorneys can help your loved one to be involved in their care planning.
February 27, 2023
Some Hobbies Can Help You Live Longer
Hobbies are part of what makes life fun. Some of them come with a major bonus: They just might lengthen your life.
February 24, 2023
How Does an ABLE Account Work for a Special Needs Child?
If you have a child or grandchild with disabilities, one of your biggest worries is what will happen when you are no longer around to provide aid.
February 23, 2023
Who Inherits TV Broadcaster Barbara Walters’ Estate?
Walters’s estate will be inherited by her family.
February 22, 2023