August 27th, 2024
Recent Changes Allowing 529 Plan Rollover to Roth IRA
Did you know that you that can roll over your 529 plan to a Roth IRA? As of January 1, 2024, funds in a 529 plan may be distributed to a Roth IRA for the…
August 15th, 2024
39 Stein Sperling Attorneys Listed in 2025 Best Lawyers and Best Lawyers: Ones to Watch
Stein Sperling is pleased to announce that 25 lawyers have been included in the 2025 Edition of The Best Lawyers in America®. Additionally, 14 lawyers have been included in the 2025 Edition of Best Lawyers:…
May 9th, 2024
Senior Fraud Awareness Day: Ensuring Your Loved Ones Aren’t Victims
Did you know seniors lost an estimated $3.1 billion annually to financial scams and fraud? Shockingly, the total losses of fraud reported by elderly victims have increased 84% since 2021. May 15th is National Senior…
April 1st, 2024
Estate Planning Jitters? You Asked, We Answered During This Key Month!
Why Do I Need a Will (or any estate planning for that matter)? First and foremost, you want to remain in control of your final dispositive wishes. If you die without a Will, you will die “intestate.” Dying intestate…
November 15th, 2023
The Benefits of Jumpstarting Estate Planning
As the holiday season unfolds and we transition into the New Year, it’s important to consider a resolution that holds significant importance for ourselves and our loved ones: reviewing estate documents. There’s no need to…
October 2nd, 2023
The Biggest Mistakes People Make with Their Wills
Everyone should have a will. But having a will isn’t always enough – here are some of the biggest mistakes people often make when considering the terms of their wills. Mistake 1: Not Having a…
August 22nd, 2023
Mastering Your Estate Plan: Four Key Dos and Don’ts
If you’re reading this, there is still time to take part in Make a Will Month. Post beach, pre back-to-school, August is a great time to catch up on the project nearly everyone loves to…
August 18th, 2023
David De Jong and Sarah Broder Discuss SECURE 2.0 on Podcast
Stein Sperling’s David De Jong and Sarah Broder appeared on the podcast ForYourBenefit on the Federal News Network with host Bob Leins to discuss SECURE 2.0, which changes the landscape of retirement plans. Topics of…
August 18th, 2023
38 Stein Sperling Attorneys Listed in 2024 Best Lawyers® and Best Lawyers: Ones to Watch®
Stein Sperling is pleased to announce that 25 lawyers have been included in the 2024 Edition of The Best Lawyers in America©. Additionally, 13 lawyers have been included in the 2024 Edition of Best Lawyers:…
June 22nd, 2023
Planning Your Digital Afterlife
Modern estate planning isn’t just about arranging for who inherits your money, real estate, physical belongings, and other assets when you die. Transferring digital assets, such as photos and social media accounts, as well as…
