What’s New in SECURE 2.0 Act of 2022?

What’s New in SECURE 2.0 Act of 2022

In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.

What Is a ‘Residuary’ Estate?

What Is a ‘Residuary’ Estate

In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.

Does My Estate Plan Need an ‘ePlan’?

Does My Estate Plan Need an ‘ePlan’

The average American maintains between 30 and 50 online accounts at any given time. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.

Can I Contest Dad’s Will While He’s Still Living?

Can I Contest Dad’s Will While He’s Still Living

The contents of a person’s will and related revocable trust cannot be challenged in court until he or she has died, Maryland’s second highest court ruled last week in rejecting a daughter’s bid to revive an undue-influence challenge to her estranged and ailing mother’s decision to write her out of her will.

The Basics of Estate Planning

The Basics of Estate Planning

Estate planning might sound like something just for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about.