The government giveth, and the government taketh away. And so it is with the Stretch IRA. For years, the stretch IRA has been a...
The times they are a-changin’. It was true when Bob Dylan wrote those words more than 55 years ago, and it’s just as true...
Estate planning. It’s such a noble phrase. It conjures up images of passing on to your loved ones a lifetime of hard work and...
When the 2017 Tax Cuts and
Jobs Act (TCJA) was passed it changed the rules about deductions for charitable
giving. Under current law the only way...
The desire to leave a legacy when you depart
this world has always been the reason to do estate planning. Until now, that’s
been enough. But...
Do I need a will or a trust? That’s the most basic question to begin creating an estate plan. And, let’s face it, you...
You’ve worked hard to get your estate plan in place. The appropriate documents have been created and signed. You’ve named the person who’ll carry...
No matter your belief structure, or whether you’re reluctant to admit your own mortality, it’s a fact that none of us will live forever....
