Whether you inherit an IRA from a spouse or non-spouse, there are important steps to execute as an heir and details to address along the way.

Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.

Holidays are a time when family gets together. Sit down, drink some cocoa, and open up about your financial goals and estate plans. And if you need help talking about it as a family, let us know - we can help.