Spring is here, and so is tax season! While many are focused on filing their tax returns, this is also a great time to think about how taxes impact your estate and retirement plans. By making smart moves now, you can ensure that more of your hard-earned wealth goes to your loved ones instead of unnecessary taxes and legal fees. In this post, we’ll cover practical strategies to minimize estate…

If you have a retirement account or are set to inherit one, recent changes under the SECURE 2.0 Act could significantly impact how your IRA is managed and taxed. These new rules affect both beneficiaries named directly on an IRA and those inheriting through a trust. Here’s what you need to know to plan wisely and avoid unexpected tax burdens. How Inherited IRAs Worked Before SECURE 2.0 Traditional IRAs allow…

When it comes to estate planning, love and legacy go hand in hand. It’s not just about finances and documents—it’s about protecting the people you care about most and ensuring your values live on for generations. This February, take a moment to think about how you can secure your family’s future while making the process easier for them. Here’s how you can plan with care and compassion: 1. Secure a…

Starting your estate planning journey in 2025 is one of the most empowering steps you can take to secure your future and protect your loved ones. At Delaney Law, we understand that the process can feel overwhelming at first, but with the right guidance and tools, it becomes straightforward and manageable. Our goal is to simplify estate planning and give you peace of mind with a comprehensive, personalized approach. What…