Blog

Megan M. Wallace, Esq. Receives Award for Insights on What Drives Your Clients' Charitable Giving

“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… Read More
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Categories: Firm News
Inherited IRA documents on a table. Retirement plan.

The SECURE Act and Inherited IRAs: What You Need to Know

The federal Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019. This bipartisan legislation was designed to make it easier for Americans to save for retirement. However, some of the changes cre… Read More
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Categories: Retirement Accounts