erickearneySep 1, 20212 minLeaving an IRA to a Special Needs Trust Is No Longer Such a Bad IdeaThe SECURE Act, passed at the end of 2019, changed a number of rules regarding inherited IRAs, making it more difficult for most...
erickearneyApr 16, 20213 min9 Potential Problems with Your TrustAll trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your current goals. Following...