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
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
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
You worked hard. You saved and invested. Now you’re at the doorstep of retirement – at least you think you may have enough – and you wonder, “How the heck do I replace this paycheck I’ve been getting every two … Continue reading
For many Americans, the assets in their Individual Retirement Account represent a significant portion of the wealth they hope to leave to their loved ones. You may have heard that creating a trust and naming it as the beneficiary … Continue reading
