Blog Articles

Estate Planning

Are Inheritances Taxable?

There is nothing wrong with letting your inheritance sit, until you have explored all of your options and have a full understanding of how a windfall can affect your personal taxes.

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Estate Planning

What Will the SECURE Act Do?

The retirement income crisis has spurred Congress into action. Both the House and Senate introduced bills earlier this month, which would provide U.S. workers with expanded opportunities to participate in employer-provided retirement plans.

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