Navigating the End of the Stretch IRA: How the SECURE Act and SECURE 2.0 Redefined Inherited Accounts
For decades, one of the most effective wealth-transfer strategies in estate planning was the Stretch IRA. That paradigm shifted dramatically when Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, followed by the SECURE 2.0 Act of 2022.
Beyond the Wealthy: Why Trusts Are an Essential Tool for Every Family’s Estate Plan
When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich.
Adjusting Retirement Plan After Social Security Fairness Act
Changes to Social Security rules may increase benefits for some retirees. However, higher monthly payments can also affect taxes, Medicare costs and long-term retirement planning.
How Charitable Giving Benefits the Giver
With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
Celebrity Estate Planning Mistakes to Avoid
If you follow celebrity news, you can’t help but get a little education about estate planning—you could fill a whole textbook with their cautionary tales.
Is Your Student Off to College? Make Sure These Legal Documents are Available
Ensure your college-bound child’s safety and peace of mind with essential legal documents for college students. HIPAA waivers, powers of attorney, and other documents are indispensable.
Back to School Planning to Protect Your Kids
Ensure that your children’s futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
Texas Nursing Home Medicaid Qualification: Asset Protection & Elder Law Strategies
Learn how an elder care attorney can help you create a strategy to provide asset protection and access to long-term care with Medicaid planning.
Estate Planning Tips for Aging Solo
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
How to Protect Your Estate from a Rotten Son-in-Law
Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.
