Why Have a Joint Revocable Trust?

Why Have a Joint Revocable Trust

Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.

What are the New IRA Distribution Rules?

What are the New IRA Distribution Rules?

The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e., 401ks, 403bs, etc.) and individual retirement accounts (IRAs).