Under the SECURE Act, disabled beneficiaries can stretch out inherited retirement account distributions beyond 10 years, ...

Dear Quentin, I ’m not looking for an answer for an unlucky investor, but I have a story about how you should be vigilant ...

Do you own multiple IRAs at various institutions? Over the years, many investors make annual IRA contributions or complete ...

My colleague Amy Arnott recently spilled her biggest financial mistakes, and I undertook a similar cathartic confessional. A ...

'I was horrified, of course, and contacted the bank immediately' ...

The clock is ticking on the estate and gift tax provisions in the Tax Cuts and Jobs Act, so the sooner you act on removing ...

Estate planning, often perceived as a daunting task, is a fundamental process that ensures the seamless transfer of assets ...

Passing your assets to the next generation can be simple or it can be complicated, but even the simplest estate plan involves ...

Planned giving is a forward-thinking approach to philanthropy. Unlike one-time donations or annual giving, planned gifts are ...

In our estate planning practice, whether we are helping high-net worth individuals, family-owned business owners or young families, we urge all ...

Apple’s valuation defies its trajectory as a mature, process-driven company with few disruptive moves ahead. Find out why ...