On January 1, 2022 new life expectancy tables went into effect, impacting Traditional IRAs and Inherited IRAs subject to RMDs and Life Expectancy Payments.

Make sure you take full advantage of your Social Security benefits by planning for the opportune time to apply and receive benefits.

Consider planned giving, also called legacy giving or gift planning, in your estate plan to support your favorite nonprofits.

Our expert gives a rundown on the best times to update the beneficiaries on all your assets and illustrates the importance of adding backup beneficiaries.

If you own real estate in multiple states, consider using a revocable trust to minimize or avoid excessive probate costs after your death.

Ambiguous language in your estate plan may lead to family disputes after your death.