Did you know that you might be eligible for Social Security benefits based on your ex-spouse’s work history? If you were married for at...

"Isn’t a trust just for the wealthy?" That’s a common misconception I hear all the time, but here’s the truth: a Revocable Living Trust...

Imagine this: your family, already dealing with their grief, now has to wait months or even years to receive their inheritance because...

I’m frequently asked whether it’s better to donate cash, stocks, or make a Qualified Charitable Distribution (QCD) from an IRA, and the...

The SECURE Act of 2019 brought new rules for Inherited IRAs, effectively ending the "Stretch IRA" provision that allowed beneficiaries to...