Estate planning is about more than just wealth distribution—it’s about peace of mind. Continue reading
Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend
Tag Archives: Estate
Estate Planning: Ensuring Your Legacy Lives On
When you’ve worked hard to build wealth and accumulate assets, it’s only natural to want to ensure that your legacy continues for future generations. However, without proper estate planning, what you hoped to leave for your loved ones could be … Continue reading
How IRA Owners Are Impacted By The SECURE Act
We wrote in July 2019 that a bill known as The SECURE Act was likely to become law since it is one of the only things Congress had bipartisan support for these days. This legislation has become law as of … Continue reading
Update Your Estate Plan As Life Changes
Estate planning can be complicated and easy to put off. Even when done, many often think things are done forever. Yet, things change. Here are some items to consider in light of life’s changes. People Change You name an executor … Continue reading
The (Less) Secure Act & Coming Death of the Stretch IRA
While partisan politics rage, the U.S. House of Representatives nearly unanimously passed a bill that would reform key aspects of America’s retirement laws. The SECURE Act passed in a 417-3 vote in May and contains a provision to eliminate the Stretch … Continue reading
