Welcome to the latest edition of our newsletter!

This week's newsletter dives into the persistent complexities surrounding Inherited IRAs, shedding light on the challenges that even the IRS continues to grapple with three years later. We'll also explore the multifaceted nature of estate planning, emphasizing that it extends beyond the realm of a simple will. Join us as we unravel the intricacies and underscore the comprehensive aspects of effective estate planning. Plus, a timely reminder: it's not too late to explore the benefits of Medicaid tailored to your needs. Stay informed and empowered with our insights.

Your Family's Personal Attorney,

Inherited IRAs, 3 Years Later IRS

Still Hasn't Figured It Out

Ordinary Americans like their IRA and 401(k) accounts. Regular folks have stuffed these accounts with tens of trillions of dollars. For retirement. For the future. For not spending right now. For not spending ever because it makes Ordinary Americans feel good to know they’ve got a nest egg...

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Articles

Why Estate Planning is More Than Just a Will

The phrase "You can't take it with you" may be true, but that doesn't mean you shouldn't have a plan for your assets once you're gone. In fact, estate planning is not just for the wealthy...