As of 2024, you can roll over unspent funds from a 529 plan to a beneficiary-owned Roth IRA. This provision gives families a way to kick-start a young person's retirement savings. https://lnkd.in/eMmRiUxS
Moonan | Stratton
Law Practice
Providence, Rhode Island 385 followers
Women-owned. Women-run. Results driven.
About us
We are a small, women-owned and women-run law firm with a focus on trusts and estates and elder law, as well as the transactional matters critical throughout the life of your business. Our unwavering goal is a successful resolution of your legal issues, along with the utmost in client satisfaction. At Moonan | Stratton, our partners Kristen Prull Moonan and Amy Stratton and their team take a hands-on approach … from the very first meeting to the conclusion of your legal matter. Our firm’s roots date back three generations and we are proud of our long-term relationships with clients and their families. We are conveniently located at Four Richmond Square on Providence’s East Side with plenty of free parking and handicapped accessibility.
- Website
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moonanstratton.com
External link for Moonan | Stratton
- Industry
- Law Practice
- Company size
- 2-10 employees
- Headquarters
- Providence, Rhode Island
- Type
- Partnership
- Specialties
- Estate Planning, Elder Law/Medicaid Matters, Probate and Trust Administration, Residential Real Estate, Commercial Real Estate, Business/Corporate Law, and Business Succession Planning
Locations
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Primary
Get directions
4 Richmond Square
Suite 150
Providence, Rhode Island 02906, US
Employees at Moonan | Stratton
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Kristen Prull Moonan
Helping Clients Shape Their Legacy and Safeguard Their Future | Estate Planning | Estate, Probate & Trust Administration | Elder Law & Special Needs…
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Amy Stratton
Estate Planning | Estate, Probate & Trust Administration | Elder & Special Needs Planning | Corporate | Business Succession
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Andrea Souza
Paralegal at Moonan, Stratton & Waldman, LLP
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Michelle Canning
Office Manager & Legal Assistant at Moonan, Stratton & Waldman, LLP
Updates
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Hearing loss is common in older adults, but many still don't wear hearing aids. In addition to helping people to hear better, hearing aids have been demonstrated to have a positive impact on physical and mental health. https://lnkd.in/ebX9VQcX
Does Medicare Cover Hearing Aids?
https://moonanstratton.com
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A fundamental aspect of a representative democracy is the right to vote, shared by all eligible citizens, whether or not they have full cognitive abilities. https://lnkd.in/eTVWciN9
Voting Rights for People With Cognitive Impairment
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It's back-to-school time and sending a child to college with the essential legal documents -- in case of medical emergencies -- is vital both for parents and for students. https://lnkd.in/eM4k_A-e
Take These Three Steps When Your Child Turns 18
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Always a great day to support a cause we are passionate about ...
Estate Planning | Estate, Probate & Trust Administration | Elder & Special Needs Planning | Corporate | Business Succession
So grateful to our amazing team AND to our fabulous donors. Thank you for supporting our efforts to raise awareness and funds to find a cure. We are still accepting donations as we tally our final fundraising total. Alzheimer's Association®
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On July 12, 2024, the SSA announced a change affecting many account users. Those who created a my Social Security account before September 18, 2021, must transition to a different type of online account known as a Login.gov. https://lnkd.in/eaFiEWJ3
my Social Security Transitions to Login.gov
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Medicare tax is an essential component of the United States tax system. It plays a crucial role in maintaining the solvency and functionality of the Medicare program. https://lnkd.in/e9b4pUah
What You Should Know About the Medicare Tax
https://moonanstratton.com
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After much anticipation, the Treasury Department and the Internal Revenue Service (IRS) have issued final regulations relating to the 10-year required minimum distribution (RMD) rule for people who inherit individual retirement account (IRA) assets. https://lnkd.in/eqy5Vuws
IRS Finalizes 10-Year RMD Rules for Inherited IRAs
https://moonanstratton.com
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Sound estate planning can make the probate process run efficiently and smoothly, protecting your estate's value and legacy and preserving your family's well-being. An attorney can help mitigate the risks. https://lnkd.in/ejPp4pAd
Proper Estate Planning Reduces Issues of Probate
https://moonanstratton.com