Discussion of some estate planning aspects of SECURE Act 2.0

If you are confused about the differences between a Trustee and an Executor, you are not alone. A couple of weeks ago, I outlined the...

Six Concrete Actions You Can Take To Help Prevent Conflict I outlined some of the legal and emotional hurdles common to estate planning...

So the "final" Build Back Better plan was outlined by President Biden about ten days ago. In my last blog entry, I outlined the estate...

The political classes in Washington D.C. continue to negotiate a final version of the budget reconciliation bill. The House version of...