Is Your Financial Information in Order?
Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today. At the same time, it may relieve your loved…
Checks Cashed After Death Are Part of Estate
The United States Court of Appeals for the Third Circuit holds that checks cashed after the decedent’s death are still part of the taxable estate. In Estate of Demuth v.…
IRS delays Roth requirement for some catch-up contributions
By Robert Steyer The IRS on Aug. 25 announced a two-year moratorium on enforcing a provision of the SECURE 2.0 Act of 2022 that requires catch-up contributions for defined contribution…
Postnuptial Agreement Subject to the Same Statutory Requirements as Prenuptial Agreements (Tenn. App.)
In 1989, Doris and Nathan Etheredge signed an "Agreement to Devise Property." It was a second marriage for both; each had children from prior marriages, and the agreement was signed…
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 accounts must withdraw these funds. The Act’s passage…
Mitigating the Impacts: Sunsetting the Tax Cuts and Jobs Act
The Tax Cuts and Jobs Act (TCJA) took effect on Jan. 1, 2018, and impacted personal income taxes, small businesses, estate tax rules, capital gains rules, special needs accounts, and…
What Is a Gun Trust?: Estate Planning Q&A
According to Pew Research, 30 percent of adults in the United States report owning a firearm. Gun sales have risen in recent years, particularly during the Coronavirus pandemic. While many…
Nearly 70% of Near-retirees Failed or Barely Passed a Basic Social Security Quiz
Springfield, Mass. – The latest Social Security retirement benefits quiz of near-retirees from Massachusetts Mutual Life Insurance Company (MassMutual) exposes that too many – 69% -- failed or barely passed.…
Do You Need a Trust? Estate Planning Q&A
According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan. The primary reasons respondents gave for not participating in estate planning…
Wife Did Not Unduly Influence Husband When He Made His Will (Miss.)
The sons of Rick Biddle contested his will, alleging that Rick's wife, Dianne, exercised undue influence in the drafting of the document. The will left $1 to Brian Biddle, $50,000…
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