In December of 2019, Congress passed a law called the SECURE Act, making big changes to retirement and estate planning.
About Liza Hanks
What to Do When You Inherit an IRA or 401k
Estate planning expert Liza Hanks tells you what your options are when you inherit an IRA or 401k plan.
Aretha Franklin, 80 Million Dollars, and the Trouble With Handwritten Wills
The details of Aretha’s story don’t matter as much as this fact: leaving multiple handwritten wills around your home is a bad estate planning strategy.
How to Find Lost Life Insurance Benefits
You can’t make a claim on a life insurance policy unless you know it exists. Here’s how to find what you’re looking for.
What’s a Small Estates Limit and Why Should I Care?
Estate planning expert Liza Hanks explains how property worth less than the “small estates limit” avoids probate, the lengthy court proceeding to wrap up the affairs of someone who has died.
Will I Have to Pay Inheritance Taxes or Estate Taxes?
Estate planning expert Liza Hanks explains that most estates don’t owe inheritance or estate taxes; it depends on how much you have and where you live.
What Is Probate and How Does It Work?
Estate planning expert Liza Hanks gives you the facts about probate: what it is, what it’s for, and why courts don’t always require it.