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If you are someone who is worried about the government inheriting your money when you die via estate taxes, do not forget to gift before the end of the year. In 2023, the annual gift exclusion is $17,000.00, and it is not limited to one individual. For example, you...
On December 29, 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0 Act). The previous SECURE Act in 2020 made several changes to retirement planning: It increased the required beginning date (RBD) for required...
It can be a very daunting task to complete one’s estate plan. Life gets very busy, and the holidays are hectic. However, it is very important to have one’s affairs in order, and being around family during the holidays can remind us of that. Practically anyone who...