FINANCIAL PLANNING • WEALTH MANAGEMENT • ESTATE PLANNING
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Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article explains the basics of capital gains taxes when selling a home.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.