Required Minimum Distribution Changes for 2025

New withdrawal requirements for inherited IRAs create tax planning challenges for beneficiaries.

Asset Protection Planning Strategies to Protect Seniors from Financial Scams

The heartbreaking story of a retired therapist who lost nearly $600,000 to an elaborate scam underscores the need for asset protection strategies to safeguard seniors from increasingly sophisticated financial fraud schemes.

Review and Update Estate Plan in the New Year

The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your legacy.

Facing the Future: Your Essential Estate Planning Guide

Let’s face it, thinking about the future can be daunting, but when it comes to estate planning, a little proactive effort now saves your loved ones a mountain of stress later. Here’s the ultimate guide to ensure your wishes are known, your assets are protected, and your legacy lives on. Take Control of Your Medical […]

Estate Planning Steps to Contemplate in 2025

Every year offers a chance to step back, recalibrate and plan for the year ahead, and 2025 is no different.

Discussing Estate Planning in the Holiday Season

Estate planning can be a tricky topic to bring up with loved ones, especially when distance is part of the equation.

How to Avoid a Will Contest in Six Steps

Good communication together with strategies like no-contest clauses and competency verification can help you avoid a will contest.

Understanding Estate Planning for Military Families: Survivor Benefits, VA Pension Eligibility and More

Estate planning for military families involves unique benefits like survivor pensions, VA support and tools to protect loved ones and maintain financial stability after a servicemember’s passing.