People pass their assets to future generations through inheritance. Unwillingly, these assets may not actually be used for the benefit of their loved ones. Leaving inheritance in trust to their beneficiaries protects the inheritance from several risk factors. Harnessing the Power of Inherited Trusts Leveraging inherited trusts in your Estate Plan is a smart strategy [...]
Nearly a year ago, SECURE 2.0 made significant changes to Americans' retirement and estate planning. The SECURE Act 2.0 altered the rules for retirement accounts, ranging from minimum distributions to mandatory withdrawals. Click here for the full text of the SECURE Act 2.0. If you require confidential answers to your questions, please contact a reputable [...]
Governments worldwide are implementing regulations to combat illicit activities within the business sector. One such regulation in the United States is the Corporate Transparency Act (CTA). Note: The Corporate Transparency Act was ruled unconstitutional by a federal district court in Alabama on Friday March 1, 2024. The court's order limits the decision to apply only [...]
