Estate Law News

As of 2024, you can roll over unspent funds from a 529 plan to a beneficiary-owned Roth IRA. This provision gives families a way to kick-start a young person's retirement savings. [...]

While simple estate plans may just use a will, more complex plans may benefit from also employing a trust.

After much anticipation, the Treasury Department and the Internal Revenue Service (IRS) have issued final regulations relating to the 10-year required minimum distribution (RMD) rule for [...]

A trustee is the person or institution appointed to manage a trust on behalf of beneficiaries of the trust.

How can you make sure your funeral and burial wishes will be carried out after you die? It is important to let your family know your desires and to put them in writing. Just don't do it in [...]

Sound estate planning can make the probate process run efficiently and smoothly, protecting your estate's value and legacy and preserving your family's well-being. An attorney can help [...]

Conservators and guardians are appointed in court to make decisions about health care or finances for adults who are incapacitated. A durable power of attorney lets you choose a trusted [...]

If you've created a business, you know that success doesn't happen overnight. But do you know what will happen to your business if something unexpected impacts you or when you decide to [...]

Avoid making these common mistakes that can rapidly affect your inheritance and future plans.

Many people think that estate plans may be for someone else, but certainly not them. Here are 11 compelling reasons to set up an estate plan, no matter what your age or net worth.