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There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

The IRS released Revenue Ruling 2023-2 explaining that assets in a trust which is not included in the estate of the decedent don’t receive a “step-up” … [Read More...] about IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

Understanding the Importance of the Simultaneous Death Act

Most spouses create Estate Plans that are intertwined. The plans work well on numerous levels allowing the spouses to benefit the surviving spouse and … [Read More...] about Understanding the Importance of the Simultaneous Death Act

The SECURE Act – the Gift That Keeps On Giving

The SECURE Act of 2019 altered the landscape for IRAs significantly when signed into law. Just when advisors gained a level of comfort with the SECURE … [Read More...] about The SECURE Act – the Gift That Keeps On Giving