Prevent some Common Beneficiary Errors

Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.

January 19, 2023

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

How the Guardianship Process Works

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.

January 17, 2023

Qualified Charitable Distributions Reduce Tax Burden

A qualified charitable distribution is a direct transfer of traditional IRA funds to a qualified charity.

January 16, 2023

The Estate of The Union Season 2|Episode 5 is out now!

The Estate of The Union Season 2|Episode 5 is out now! Happy New Year! To kick off the first episode of 2023, host Brad Wiewel,

January 12, 2023

Digital Assets need to be Included in Planning

At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.

January 11, 2023