Trustees and beneficiaries of living trust received property after decedent’s death.

An updated, standardized approach to increase efficiency and reduce risk.

Despite the initial drama, issues were resolved quickly and without court involvement.

Planning is more flexible and less challenging.

These are costly but avoidable in many cases.

Changes made by the SECURE 2.0 Act.

Checklist for qualified charitable distributions.

Complexities in the laws, taxes and cultures.

Possibilities and challenges.

A strategy for fighting inflation.