Dealing with the emotional aftermath of a loved one passing away is always a
challenge. But matters can become even more stressful if someone challenges the
deceased person’s will.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act,
which went into effect in 2020, changed how beneficiaries of inherited retirement
accounts must withdraw these funds.

A charitable remainder trust (CRT) is an estate planning tool that allows
you to donate to charity while receiving income for a set term, blending
philanthropic goals with financial strategy.