Blog
Megan M. Wallace, Esq. Receives Award for Insights on What Drives Your Clients' Charitable Giving
February 4th, 2025
“Including conversations about philanthropy when discussing estate plans is important because, for many people, a well-rounded legacy goes beyond simply dividing assets—it’s about making a lasting difference.” With the Greater Washing…
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Categories: Firm News
The SECURE Act and Inherited IRAs: What You Need to Know
February 27th, 2020
Categories: Retirement Accounts