Latest
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Opportunities and Challenges When You Inherit an IRA
New SECURE 2.0 Act rules have kicked in to reshape distribution and taxes for inherited IRAs and retirement plans. Read on for strategies to help beneficiaries.
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This Late-in-Life Roth Conversion Opportunity Spares Your Heirs
Expensive medical care in the later stages of life is an unpleasant reality for many, but it can open a window for a Roth conversion that benefits your heirs.
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The Tax Stakes for 2025: Planning for All Possibilities
It's unclear whether extending the TCJA provisions for individuals is likely, so what can you do to reduce your overall tax bill either way?
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Generational Wealth Plans Aren't Just for Rich People
Everybody needs to consider what will happen to whatever assets they have and ensure their beneficiaries aren't stuck with big tax bills.
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5 Key Components of an Estate Plan — and 7 Others to Consider
Whatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.
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You've Got a Trust: Now Who Should Be the Successor Trustee?
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
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Three 'Yellowstone' Estate Planning Lessons
We can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular.
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Leave Your Life Story as a Legacy for Your Heirs
Here are eight resources to help pass your life story on to your family. How do you want to be remembered?
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What Is a Good Inheritance? Six of the Best Assets to Pass Down
inheritance Your heirs will thank you for leaving any of these six assets as an inheritance.
inheritance
