articles

Inheriting an IRA can be a significant financial event, and recent changes to the IRS rules make it crucial for beneficiaries to understand their obligations. Whether you’re in Olney or elsewhere, these new regulations could significantly impact...

When a loved one passes away, settling their estate can be a complex process, especially if you’re not familiar with their financial affairs. As an Olney probate lawyer, I often hear concerns from family members worried about missing assets or incomplete...

As an Olney inheritance lawyer, I often recommend Irrevocable Life Insurance Trusts (ILITs) to clients looking to protect their family’s wealth. Life insurance is a powerful estate planning tool, but without proper planning, it can become vulnerable...

September is World Alzheimer’s Month. Alzheimer’s disease is a challenging journey, not just for those diagnosed but also for their families. As the disease progresses, it gradually robs individuals of their memory, cognitive abilities, and independence....

As a grandparent, you’ve probably spent countless hours doting on your grandchildren, showering them with love, and creating precious memories. But have you considered how you can continue to support and protect them long after you’re gone?...