Calculating Inherited RMDs When the IRA Owner Was Younger
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There is unique tax planning involved though when an age 70 1/2 IRA owner was younger than the beneficiary.

What You Need to Know to Inherit an Inherited IRA
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Although you can have second generation beneficiaries, the first non-spouse designated beneficiary is the last one to receive a new RMD divisor calculation.

How You Take Your Inherited IRA RMD Is the Exception to the Rule
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Inherited RMD rules demonstrates the power and importance of beneficiary designations and why it is so important to set them.

Planning for a Funeral
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Funeral expenses are often a family’s fourth largest expense.

How to Be a Good Executor
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You’ve been named the executor of a relative’s will – now what?

One Hidden Way the IRS Hurts the Bereaved
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It is often said that the only two certainties in life are death and taxes. The IRS takes that truism to heart.

How To Divide An Inherited Account Evenly
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There is no accounting for how many heirs an account might need to be divided among in an estate plan. Here are the best practices for how to divide the estate.

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