SECURE 2.0 Act has New Features

In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.

January 18, 2023

Preparing an Estate Inventory is Critical

One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.

January 9, 2023

Managing your Inherited Retirement Account

There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s and similar accounts that investors fund with pre-tax earnings.

October 25, 2022

Mistakes to Avoid with Beneficiary Designations

Here are five critical mistakes to avoid when dealing with your beneficiary designations.

August 11, 2022

Several Ways to Avoid Probate

There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.

April 19, 2022

Strategies to Reduce Taxes

Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.

March 17, 2022

Bypass Trust gives Flexibility in managing Taxes

The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption four years from now—has resulted in a renewed interest in estate planning for IRA and 401(k) accounts owned by married couples.

March 14, 2022