Inheritance

December 14, 2023

Inherited Retirement Accounts: Minimizing Tax Consequences

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which went into effect in 2020, changed how beneficiaries of inherited retirement…

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March 31, 2022

Probate Can Be Disrupted by Creditors

In a will, the personal representative (executor) specifies that the date of death of the testator must be publicized, typically in a…

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July 29, 2021

Who Inherits the Family Farm?

Imagine a pair of aging parents that have been farmers and own their farm. Now, though, they’re getting on in years and…

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July 15, 2021

Planning to Receive an Inheritance

When we think of estate planning, we often think about preparing our accounts……

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June 21, 2021

How to Responsibly Leave an Inheritance to Your Grandchildren

Estate planning attorneys frequently hear from their clients, “I’d like to leave something to my grandchildren. What’s the best way to do…

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June 2, 2021

You Inherited a Retirement Account: Now What?

For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. Indeed, doing…

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