IRS Offers Some Relief on Inherited IRA Distributions
Important update from the IRS on required minimum distributions from inherited IRAs: penalties are waived for failure to take the RMDs in 2021-2022.
We’re Coming for the Holidays!
Passing a family home through the generations can leave a meaningful legacy for your heirs, but there are many issues to consider and resolve before proceeding.
Sibling Rivalry Uncoiled
Some siblings never learn to share, and conflict erupts when their parents die.
Check Your Beneficiaries!
Often overlooked, the coordination of beneficiary designations is a critical component of any estate plan.
Navigating IRA Withdrawals at Death
Navigating IRA required minimum distributions in the year of death can be tricky. This article provides a good overview.
Game Changers on the Houston Landscape
Check out the exciting developments that are on the horizon in Houston.