Steps to make sure your life insurance pays out efficiently to the people you want to support ...
A 401(k) can be one of the largest assets in an estate, but its treatment after death is governed by specific rules.
One of the most common estate-planning mistakes has nothing to do with wills or trusts. It happens quietly through joint accounts and ...
When it comes to financial planning, many people assume that certain strategies or tools are only for the wealthy. However, one crucial element that everyone, regardless of income level, should review ...
Editor’s Note: The SECURE Act, enacted December 20, 2019, changed the required beginning date for required minimum distributions (RMDs) from age 70½ to age 72 (the change applies with respect to ...
When I meet with clients to discuss estate planning, I always explain that the documentation that we help put together for them does not override any previously designated beneficiaries on things like ...
The Setting Every Community Up For Retirement Enhancement Act (SECURE Act) was attached to a spending bill (the Further Consolidated Appropriations Act of 2020, or FCAA) and signed into law on ...
A recent federal court case, Proctor & Gamble U.S. Business Services Company v. Estate of Rolison, No. 3:17-CV-00762 (M.D. Pa. April 29, 2024) (“Rolison”), serves as an important reminder of the need ...
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