Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
So, to leave a legacy for your family and those philanthropic groups you support, you need a comprehensive estate plan—and you need to avoid making mistakes.
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.
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.
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.
