Check Out Our New Recruiting Page For Job Postings And Opportunities. Apply Now

Orange City Estate Planning Blog

Does a Supplemental Needs Trust have an Impact on Government Benefits?

For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.

Ethan Huizenga July 14, 2022

What are the New IRA Distribution Rules?

The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e., 401ks, 403bs, etc.) and individual retirement accounts (IRAs).

Ethan Huizenga May 4, 2022