Inheritance
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…
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…
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…
Planning to Receive an Inheritance
When we think of estate planning, we often think about preparing our accounts……
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…
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…