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Inherited IRAs: How the 10-Year Rule has an Impact on Required Minimum Distributions in 2025

Posted on: May 24, 2024
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.
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How to Plan for Beneficiaries with Disabilities

Posted on: May 24, 2024
Planning for disabled beneficiaries is important, not only for those beneficiaries with known disabilities but also for those who may be disabled at the time of the decedent’s death.
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Why Appointing a Guardian for a Minor Child Goes Beyond the Will

Posted on: May 9, 2024
This article emphasizes the importance of not just appointing, but also connecting a child with their potential guardians, ensuring they're cared for by trusted family or friends.
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Why is a Will Important?

Posted on: May 2, 2024
While many people put off wills until the unattainable ‘later,’ many others simply fail to create a will because they do not really understand what and how the document works.
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How Parents and Adult Children Talk about Money and Aging

Posted on: April 23, 2024
It’s a conversation fraught with potential tension, in which people examine around concerns about independence, money, responsibility and mortality.
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How a Teen's $250,000 Inheritance Vanished: Protect Your Heirs with a Trust

Posted on: March 28, 2024
Learn from a teen's loss of a $250K inheritance and discover how inheritance trusts can protect and guide your family's future financial decisions.
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Empowering Your Healthcare Decisions: The Essential Guide to Healthcare Documents

Posted on: March 21, 2024
Advance directives enable you to legally document healthcare and end-of-life preferences, ensuring that your treatment aligns with your values and wishes, even when you can't speak for yourself.
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Can I Decline Receipt of an Inherited IRA?

Posted on: March 13, 2024
If the strategy is executed properly, an individual can disclaim interest in an inherited IRA and avoid any of the gift and income tax consequences associated with receiving the property.
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Does it Make Sense to Wait Until 70 to Claim Social Security Benefits?

Posted on: March 8, 2024
Delaying benefits provides a bigger Social Security check. However, you have to live long enough to make it worthwhile.
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