Offit Kurman

Allow me to interrupt your search for paper products and fresh produce to address some of the many anxieties you…

Man putting coin in piggy bank. Saving money concept

Question: Does the lifetime stretch IRA which is now replaced with a 10-year rule under the SECURE Act for the vast majority of beneficiaries apply to Roth IRAs?

“Ladies and Gentlemen of the jury, please stand and raise your right hand to be sworn. Do you solemnly swear…

Separation Of Pawn Wooden Figure With Gavel On Wooden Table In Courtroom

Question: What happens in a guardianship or conservatorship?

small female child smiling and counting up her savings and stacking coins.

Question: Can a minor child contribute to an individual retirement account?

Estate and gift taxes can worry our clients—especially when the numbers change. The numbers for many of these taxes have…

Documents about Individual retirement account IRA on a desk.

Question: Can a surviving spouse change the beneficiary designation on an inherited IRA? What if the spouse becomes incapacitated, is her financial agent (under Power of Attorney) authorized to change the beneficiary designation?

doctor with female patient signing papers

Question: My mother is supposed to sign her advance medical directive next week. We have both read it but now my mother is getting cold feet about signing it. What is the alternative to signing the advance medical directive?