Author: Jaclyn Ford-Grella

Inheritance tax, a concept that can be mystifying for those navigating the aftermath of a loved one’s passing, often prompts questions such as "What is inheritance tax?", its implications, and…

When planning for the future, particularly for elder care and estate management, one pressing question often arises: Can a nursing home take your house if it is in a trust?…

As we step into 2024, individuals and families managing trusts must stay informed about the evolving tax regulations that affect their financial strategies. Understanding the updated trust tax rates and…

Roth IRAs are a popular retirement savings option, thanks to their tax-free growth potential and flexible withdrawal rules. In 2024, it’s important to know the Roth IRA withdrawal rules so…

When you share ownership of a property, there’s often a need to outline who owns what and how things will be handled if things change. This is where a Declaration…

Child support is a legal obligation for parents, aimed at supporting the financial needs of their children after a separation or divorce. Many noncustodial parents, especially those who face unexpected…

As a business owner, retirement planning might not always seem like the top priority. But the truth is, putting together a plan for your future can give you peace of…

Investing is an important part of your financial journey, but when you're getting started, it's easy to feel overwhelmed by the options available. One of the most common questions people…

An intentionally defective grantor trust (IDGT) is an effective estate planning tool that can help wealthy individuals manage and protect their assets for future generations. While its name might sound…

Inheriting an IRA can be a financial blessing, but it also comes with some tough questions, especially when it comes to taxes on inherited IRAs. While an IRA is a…