Estate planning
SCHEDULED — Year-end giving and your estate plan
Scheduled for next week: must not appear until then.
· 1 min read · Jordan Reyes, Esq.
Insights
Guidance from our attorneys
Plain answers to the questions families actually ask us — written by the people who would handle your matter.
Estate planning
Three documents every adult needs before a hospital visit
Not the will. The three that matter while you are alive.
· 1 min read · Jordan Reyes, Esq.
Estate planning
What the SECURE Act changed for your IRA beneficiaries
The stretch IRA is gone for most beneficiaries, and plans written before the change can now accelerate tax.
· 1 min read · Jordan Reyes, Esq.
Trusts
When a trust beats a will
If you own property in more than one state, a will alone means probate in each of them.
· 1 min read · Jordan Reyes, Esq.