First major change in retirement legislation since 2006 was the Setting Every Community Up for Retirement Enhancement Act (SECURE). The impact of the SECURE Act on some retirees, near-retirees, and their future beneficiaries may significantly affect you, and it’s imperative…
During probate, a will is legally recognized, a person (executor) is named or validated to administer the estate, and assets are distributed to beneficiaries. It also requires paying the decedent’s outstanding debts and federal and state taxes. Each state has…
No matter what your gender identity or sexual orientation is, estate planning is essential for protecting your assets, your wishes, and the people you care about. Estate planning allows you to designate your partner, whether you are married or not,…
Family circumstances, particularly those pertaining to inheritance, can cause disagreements among heirs, including minors and adults. Relationships can change and intensify when you die, with underlying issues that bubble to the surface, creating tensions over your estate and possibly tearing…
When a loved one passes away, it is an emotionally difficult period. Dealing with the death and receiving an inheritance brings mixed emotions. The loss of a loved one is sad, but the influx of funds can bring joy or…