Monthly Archives: November 2026
Your Loved One Just Died. Now What Happens To Their Trust?
Here’s a question most families never think to ask until it’s too late: if there’s a trust, does anyone even need to go to court? The short answer is usually no, but that doesn’t mean nothing needs to happen. A trust doesn’t administer itself, and the person left holding the reins, the successor trustee,… Read More »
What Really Happens To An Inherited IRA Now? The SECURE Act’s Rules Might Surprise You
If you inherited an IRA in the last few years, did anyone actually tell you there’s a clock running on it? Many beneficiaries assume they can leave the account alone for decades, the way earlier generations did. That assumption is now outdated, and the rules that replaced it have confused even people who work… Read More »