by Jackie Cara | Nov 6, 2024 | Uncategorized
When you lose a loved one, you naturally want to honor their life in a way that they would have appreciated. Yet many people struggle to decide on final arrangements for a late family member or close friend because they are unsure of the deceased person’s...
by Jackie Cara | Nov 6, 2024 | Uncategorized
A trustee is the person or institution appointed to manage a trust on behalf of beneficiaries of the trust. Being a trustee is a significant responsibility. Those serving in this role must always act in the best interests of beneficiaries when carrying out their trust...
by Jackie Cara | Nov 6, 2024 | Uncategorized
Probate is a legal process that happens after someone dies. While probate can be complex, lengthy, and expensive, an estate planning attorney or probate attorney can help mitigate unwanted risks. They will be able to anticipate what might happen and prevent issues...
by Jackie Cara | Nov 6, 2024 | Uncategorized
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. The newly...
by Jackie Cara | Oct 29, 2024 | Uncategorized
With the 2024 election quickly approaching, political ads and messages seeking donations are ramping up. Among the many debate topics are ways to support low- and middle-income citizens. For example, tax credits for working adults with children often take the...
