Latest
-
Inherited an IRA? Five Things Every Beneficiary Should Know
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
Inherited IRA -
Smart Ways to Manage an Inheritance
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
inheritance -
Choosing a Corporate Trustee: The Pros and Cons
The impartiality and dependability of a corporate trustee are key benefits, but some of the disadvantages could be deal-breakers.
-
This Double-Dip Trust Benefit Really Is Too Good to Be True
Let's clear up the confusion among some trust makers and taxpayers over how grantor trust status affects the step-up in basis and estate tax exclusion.
-
Four Key Elements of a Good Estate Plan
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish these basic goals.
-
Estate Planning: How to Protect Family Treasures
Items like antiques, art and jewelry, as well as family photos, can carry huge emotional ties. The more specific you are in your plans, the better for everyone.
-
Do You Have to Take Money Out of Your Inherited IRA?
A reprieve for adult children and other non-spouse beneficiaries of inherited IRAs will end in 2025.
-
Can You Change an Irrevocable Trust? Yes, But Be Careful
When an irrevocable trust no longer makes sense, you're not stuck with it. You can modernize it, but you must follow the rules and consider the consequences.
-
Five Strategies to Keep Your Heirs From Blowing Their Inheritance
estate planning Preserving the family money beyond a few generations isn't an easy task.
estate planning
