With unusual bipartisan cooperation, Congress passed and on 12/29/2022 the President signed the SECURE Act 2.0. It expands the sweeping retirement law changes …
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Solving a New Brokerage Account Problem
Clients have alerted me to a new problem in naming beneficiaries on brokerage accounts, both retail investment accounts and IRAs. Some brokerage companies …
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What Is “Probate”?
Clients often ask, “What is ‘probate,’ and when do we have to do it?” When someone dies, probate is the process with the Clerk of Court for identifying the …