Estate Planning Blog

The speakers touched on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, including the provision that a designated beneficiary must distribute the entire inherited IRA by Dec. 31 of the 10th year after the employee’s or IRA owner’s death (the 10-year rule), thus doing away with the stretch IRA for most beneficiaries.

By staying informed about the federal estate tax exemption thresholds and employing strategic planning techniques, you can ensure your estate is passed on to your heirs as efficiently as possible.

Use tax season to review income and expenses from 2023 and set new financial goals for 2024 to maximize opportunities.

Discover why updating your estate plan is crucial for securing your legacy. Don't wait for a life event to make necessary changes.

A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to establish the marital trust properly.

In 2024, the federal estate tax ranges from 18% to 40%, depending on how much the value of the estate exceeds the current exemption limit of $13.61 million.

There are two sides to a succession plan. One is for the operation of the company, and the other is for the ownership of the deceased owner's share.

Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.

Delaying benefits provides a bigger Social Security check. However, you have to live long enough to make it worthwhile.

Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones.