How to Use Your Required Minimum Distributions (RMDs) to Support Charity and Reduce Taxes
Using your RMDs (Required Minimum Distributions) from your retirement accounts to fund charitable causes can be a great tax strategy if you’re looking for ways to ease your tax burden…
Inherited IRA Trusts, the SECURE Act, and Spendthrift Trusts: Protecting a Child Without Creating an Income Tax Nightmare
Giving a beneficiary full and unfettered access to your retirement account at death could cause a lot of problems. If your beneficiary needs help managing their money, and you have healthy retirement investments, there are solutions you should know about…
Choosing the Right Personal Representative or Executor: One of the Most Important Decisions in Your Estate Plan
When people think about estate planning, they often focus on who will inherit their assets. Just as important, however, is deciding who will be responsible for carrying out your wishes after you're gone…
Don't Forget to Do Your Homework: Funding a Trust
Having a trust isn’t enough…you have to fund it! Learn what “funding” means and how to make sure it gets done.
What Happens to Our Capital Gain Exclusion When We Put Our Home Into a Revocable Trust?
Capital gains tax can be a real downer, so how do make sure to preserve that while we do our estate planning?
Think Before You Ask ChatGPT: Why Your AI Searches May Become Evidence Someday
Be careful about using ChatGPT or other AI…it could be used against you in a court of law.
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