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Estate Planning Blog

Which Trust, Revocable or Irrevocable?
Estate Planning

Minimize Family Feuds about Your Inheritance

The distribution of wealth among beneficiaries through your final will and testament is often a complex and sensitive issue, one that can potentially spark conflicts and legal challenges among family members.

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Is a Power of Attorney Really Necessary?
Estate Planning

How Does the IRS Rule on Inherited IRAs Work?

Before the original SECURE Act, IRA owners who died were able to leave their accounts to their children, grandkids, or other non-spouse individual beneficiaries, and heirs could stretch required minimum distributions (RMDs) over their own lifetimes, thus allowing the funds in the accounts to grow tax-free for decades.

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