Congress passed SECURE 2.0 which was buried inside the more than 4000 pages of the $1.7 billion Consolidated Appropriations Act of 2023 which was necessary to avoid the shutdown of ...
As we are now now deep into the holidays, it is around this time that family dynamics and discord typically rise to the surface. In fact, avoiding family disputes is ...
In discussion planning with my clients, when the topic of estate taxes comes up, these questions invariably are asked: How much of our nest egg will be lost to estate ...
Qualified State Tuition programs, more commonly known as “529” plans are a great way to save for the education of loved ones. Contributions to the plans enjoy deferral of income ...
By Brent F. Dille, Esq. If your spouse isn’t a United States citizen, some special legal rules may affect your estate planning. But for the most part, you can proceed ...
image retrieved from www.depositphotos.com A 529 plan, otherwise known as a qualified tuition plan, is a tax-sheltered way of saving for education. 529 plans are sponsored by states, state agencies, ...
Image retrieved from iStock Photos Spousal beneficiaries of IRAs can take advantage of certain payout rules that aren’t available to non-spouse beneficiaries. For example, a surviving spouse who remains a ...
Today’s estate planning is about more than just planning for death. Today, estate planning is about helping people prepare for difficulties during life, helping them pass their assets in the ...
What if you have an IRA with your spouse as primary beneficiary, get divorced without changing your beneficiary and then die? Who inherits your IRA benefits. Under Washington law, which ...
Image retrieved from iStock.com A trust is a legal way of holding, managing, and distributing property. A trust may be either irrevocable or revocable. State law and the trust instrument ...
