If you have recently lost a loved one, you may be asking yourself what comes next. One of the first steps in settling an estate is going through probate—the legal process by which a deceased person’s assets are distributed to their beneficiaries. However, it is...
If you have a 401k or an IRA retirement plan, it can seem like the rules governing these accounts are always changing. And with the most recent piece of legislation, the SECURE (Setting Every Community Up for Retirement Enhancement) 2.0 Act, another set of rule...
A trust can be a great way to ensure that a person’s assets are managed effectively after they pass—without having to go through the laborious probate process. The actual course of administering the trust, though, is not without its own complications. While many...
Trusts are a valuable estate planning tool. They offer a myriad of benefits, such as: The ability to pass your assets directly to your beneficiaries without going through probate court Faster transfer of assets after death The ability to set parameters for the...
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