News & Articles


Estate Planning for LGBTQ+ Married Couples

August 12, 2021 | Categories: Estates & Trusts

On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and must recognize same-sex marriages from other states.

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Estate Planning Update: How the Secure Act Affects IRA Beneficiaries

August 13, 2020 | Categories: Estates & Trusts

Learn how the SECURE Act changes the rules for IRA beneficiaries and the options available to help mitigate the tax burden.

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