Blog Articles
Your Trust Could Reach the 37% Tax Bracket at Just $16,000
A SECURE Act IRA trust can reach the 37% federal tax bracket at just over $16,000 in 2026. Here's what families with retirement accounts should review.A SECURE Act IRA trust can reach the 37% federal tax bracket at just over $16,000 in 2026. Here's what families with retirement accounts should review.
The Cosby Show Made Him Famous. His Estate Plan Failed His Family. Here’s What I Would Have Done.
Malcolm-Jamal Warner, best known as Theo Huxtable on The Cosby Show, died in 2025. One year later, his widow alleges $1.2 million in unfulfilled premarital obligations: a life insurance policy never purchased, a Roth IRA never funded, and anniversary payments never made. A nine-year-old daughter is at the center of the dispute. Here’s what more thorough follow-through on the planning could have helped prevent.
Make-A-Will Month Is Here. But a Will Isn't a Plan.
August is Make-A-Will Month, and if you've been meaning to get your affairs in order, this is your reminder. But before you assume that getting a will means your family is protected, there's something most people don't know about what a will actually does and doesn't do.