The Setting Every Community Up for Retirement Enhancement (Secure) Act upended inherited IRAs for most non-spousal beneficiaries. The 10-year rule for withdrawing from inherited IRAs eliminated the ability to stretch inherited IRAs for these beneficiaries.
Aretha Franklin’s long-standing $7.8 million debt to the Internal Revenue Service has been paid in full, her estate says in a new court filing.
Guardianships – also referred to as conservatorships – are drastic and invasive.
Caregiving is hard, but don’t let your home make it harder.
When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
At the time of Boseman’s death, news came to light that he had married Taylor Simone Ledward a few months earlier and that he had no will.
Believe it or not, it is almost time for Back to School shopping, early morning drop-offs, after-school pickups, traffic and so much more. This is the perfect time to think about estate planning before your schedule gets really busy. Trust me, I don’t miss the school zones and the rushing
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
4801 South University Drive, Suite 264/265
Davie, Florida 33328
4801 South University Drive, Suite 264/265
Davie, Florida 33328
