When two people with children from previous relationships get married, they form a blended family. While this can create a unique and loving situation, it raises some complicated estate planning considerations. In this article, we discuss how to ensure that your stepchildren are included in your estate plan and how to make sure that your biological children are never left out.
In February of 2022, the IRS and Treasury released proposed regulations that provide updated guidance for the SECURE Act of 2019, including significant changes for beneficiaries of inherited IRAs and 401(k) plans.
All too often, individuals pass away without leaving critical information such as financial accounts, legal documents, policies, and passwords. Learn how to create and what to include in a Legacy Binder for your loved ones.
If you provided anyone with a gift of more than $15,000 in 2021, you will need to file a Gift Tax Return. While most people
Securing in-kind donations is vital for any nonprofit or charitable organization, but just as important is accounting for them properly. In June 2020, the Financial
Since June 2018, businesses that operate in two or more of the nation’s 10,000-plus tax jurisdictions have been struggling to understand what they need to do to comply with the new definition of economic nexus.