Orange City Estate Planning Blog

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

When Should You Update Your Estate Plan?

If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.

Ethan Huizenga November 23, 2021