ESTATE PLANNING
Estate Planning Essentials: Protecting Your Legacy in Retirement
Protect your legacy and ensure your assets are distributed according to your wishes with comprehensive estate planning.
Patricia Moore, JDJanuary 8, 2025
13 min readEstate Planning
Learn how to protect your legacy with expert guidance on wills, trusts, beneficiary designations, and estate tax strategies for seamless wealth transfer.
5 articles in this topic
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ESTATE PLANNING
Retirement Planning for Blended Families: Navigating Complex Financial Dynamics
Address the unique retirement and estate planning challenges that come with blended families and stepchildren.
Jennifer Walsh, JD, CFP®February 6, 2025
13 min readESTATE PLANNING
Retirement Account Beneficiary Strategies: Maximizing Inherited Wealth
Optimize beneficiary designations on retirement accounts to minimize taxes and maximize wealth transfer to heirs.
Patricia Moore, JD, CFP®February 23, 2025
13 min readESTATE PLANNING
Inherited IRA Rules After SECURE Act 2.0: What Beneficiaries Must Know
Navigate the complex inherited IRA rules under SECURE Act 2.0, including the 10-year rule, eligible designated beneficiaries, and tax-efficient distribution strategies.
Patricia Moore, JD, CFP®February 28, 2025
14 min readESTATE PLANNING
Digital Assets and Estate Planning: Crypto, Passwords, and Online Accounts
Protect and transfer your digital assets — cryptocurrency, online accounts, and digital files — with a comprehensive digital estate plan.
Patricia Moore, JD, CFP®March 9, 2025
12 min read