As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.
The SECURE 2.0 Act, which was signed into law in December 2022, changes the RMD rules for retirement savers beginning in 2023.
It is a common misconception that once the estate plan is prepared and executed, it does not require any further attention.
Estate planning isn’t just for the ultra-wealthy, nor is it something you should put off until your golden years.
The Internal Revenue Services has announced the inflation-adjusted figures for estate, gift and generation-skipping transfer (‘GST’) tax exemptions for 2023.
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
Does somebody else know where it is in the event of your death or incapacity?
Creating a will should be the first step in a comprehensive estate planning process, since it allows you to make sure that your wishes are properly carried out after your death.
Locking away certain valuables and important documents in a bank vault could turn into a headache for you or your heirs.
Estate planning isn’t just for wealthy individuals with large assets; it’s essential for everyone.
