estateplanning
SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
Leaving IRA assets to a trust, rather than to individual beneficiaries, can be a strategic move for those looking to exert more control over the distribution of [...]
Read more SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
Recent posts
-
When Pensions Reduce Social Security Benefits
August 17, 2024 -
Market Update August 2024: Rocky with a Hint of Smoothness
August 15, 2024 -
Safeguarding Business Assets During Divorce
August 8, 2024 -
Important Considerations Regarding Taxes & Gifting
July 31, 2024 -
2025 Social Security COLA May Be Lowest Since 2021
July 27, 2024 -
Market Update June 2024: Sold Down the River
June 20, 2024
