Estate Planning
How the SECURE Act Changed the Rules for Your IRA
The Setting Every Community Up for Retirement Enhancement (Secure) Act upended inherited IRAs for most non-spousal beneficiaries. The
July 21, 2022
The Setting Every Community Up for Retirement Enhancement (Secure) Act upended inherited IRAs for most non-spousal beneficiaries. The
When combining finances as a new family, there’s lots to consider. To make the best choices, here are
Seniors often don’t get enough sleep. Learn how much sleep seniors need, the reasons you might not be
Staff in nursing homes are being encouraged to learn about the Namaste Care program to enhance the quality
Of course, just because you have a living trust doesn’t mean you’re all set. Here are a few
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or
So, what happens with your estate plans if you are not in a traditional nuclear family? There is
The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts
Being disinherited or left out of a will is the last thing you want to discover in the
Inheriting an IRA from a parent has a unique set of rules you need to know, which will
Putting the Pieces Together – Providing Peace of Mind