Search Our Site

After much anticipation, the Treasury Department and the Internal Revenue Service (IRS) have issued final regulations relating to the 10-year required minimum distribution (RMD) rule for people who inherit individual retirement account (IRA) assets.

While simple estate plans may just use a will, more complex plans may benefit from also employing a trust.

As of 2024, you can roll over unspent funds from a 529 plan to a beneficiary-owned Roth IRA. This provision gives families a way to kick-start a young person’s retirement savings.

Inheritance tax is a state-level tax that beneficiaries pay when they receive assets from an estate after somebody has passed away.

Here are some steps you can take to get started with the estate planning process, even before you meet with an attorney to work on any legal documents.

The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025.

Each experience with cognitive decline is unique. A person may have trouble with some aspects of their life but still be able to handle others adequately. Recognizing the signs of cognitive decline is key for early intervention.

Each year, the feds issues updated guidelines outlining how much of a couple’s assets a healthy spouse can keep while their Medicaid spouse gets the long-term care support they need.

As the population ages, the number of people affected by Alzheimer’s disease and other forms of dementia continues to rise. For family caregivers, this role comes at a substantial cost.

Finding the right long-term care facility is a major decision. The best choice will be specific to your unique needs, preferences, and medical care requirements. Consider the following factors when searching for a nursing home.