Estate Planning Attorney Hunter Plemmons of Waynesville Explains Wills and Trusts for HelloNation

The article, The Difference Between a Will and a Trust in North Carolina, features insights from Hunter Plemmons, Estate ...

Inheriting an IRA? Advisors warn these 3 costly mistakes could drain far more of your windfall than you expect

For example, some beneficiaries choose to only take the RMDs and end up with a large remaining balance in year 10, which then ...

We’re in our 80s and considering converting our Roth IRAs now before one of us dies. Will it spare our family a future tax headache?

Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of ...

Estate Planning Basics Every Family and Business Owner Should Know

A good estate plan typically includes essential legal documents, account and ownership details, and instructions that protect your beneficiaries and reduce legal issues later. It also includes ...

How the “slayer rule” might play a role in determining who will inherit wealth from Rob Reiner

All states have some form of a slayer rule that prevents killers from inheriting from their victims. While the rules differ ...

Unmarried Couples in California: Why an Estate Planning Lawyer is Not Optional

Securing an Unmarried Couple’s Future in California with an Estate Planning Attorney Oceanside, United States – December 22, ...
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5 estate planning tax snares to avoid in 2026

The epic OBBBA tax law brings glad tidings to most families, but complacency can lead to costs for financial advisors and their clients.

Do I have to transfer my 401(k) money when I retire?

Dear Liz: When I retired, I had a small 401 (k) with about $12,000 in it. Instead of rolling that money into an IRA, I took a distribution and paid taxes on it. I had no immediate need for the ...