News & Articles
Estate Planning for LGBTQ+ Married Couples
On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and must recognize same-sex marriages from other states.
Estate Planning Update: How the Secure Act Affects IRA Beneficiaries
Learn how the SECURE Act changes the rules for IRA beneficiaries and the options available to help mitigate the tax burden.
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