What Happens If I Take a Bigger RMD?


Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.

Battle Over Presley Estate Reveals Problems

lisa marie presley estate

A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.

What are the Causes and Risk Factors of Parkinson’s Disease?


There are several known causes of Parkinson’s disease (PD). This condition is associated with decreased amounts of dopamine in a small area of the brain called the substantia nigra and in its projections to the basal ganglia (deep nuclei inside the brain).

What are RMD Rules for 2023?

RMD 2023

The SECURE 2.0 Act, which was signed into law in December 2022, changes the RMD rules for retirement savers beginning in 2023.

How Do High Interest Rates Impact Estate Planning?

ira mistake

When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound.  However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.