Learn the steps and key terms for trust creation and administration from asset selection to drafting with an attorney to the trustee's financial and administrative obligations.
Elder law is emerging as part of a holistic estate plan to address medical, financial and incapacity issues as we age. This article examines elder law, the increasing necessity for attorneys in this field and where it fits in estate planning.
Discover the impact of aging in place on estate planning and elder law strategies, highlighting the need for proactive legal guidance as older Americans choose to remain in their homes.
The Internal Revenue Service (IRS) recently delayed its proposed 10-year rule that will impact inherited Individual Retirement accounts (IRAs) and required minimum distributions (RMDs). This article unpacks RMDs, transition relief and how the 10-year rule might impact your estate planning.
