The SECURE Act: How Does It Affect Your Retirement Accounts?
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most ...
Estate Planning is Like Building a Snowman
A complete estate plan must include certain essential parts. In fact, it is similar to building a snowman in some respects. The traditional snowman has several critical components: bottom, middle, ...
New Year, New Estate Plan
A new year is a time for optimism and new opportunities. It is a time to start fresh and make sure you are headed in the right direction. But making ...
Important Estate Planning Considerations for LGBTQ Couples
Everyone needs estate planning. Regardless of your age, race, gender, or sexual orientation, properly protecting your future and your loved ones requires a plan. For LGBTQ couples, there are a ...
Productivity Tips for the New Year
Are you feeling bogged down in a swamp of clutter, deadlines, and incomplete tasks? As we start the dawn of a new year, make it your goal to do a ...
Myths We Tell Ourselves About Estate Planning
Estate planning can be a very difficult process. Making the decision to move forward with the planning requires us to face the fact that we will not live forever. This ...
Who’s On Your Team?
Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you can be taken care ...
Planning for Stepchildren and Step-Grandchildren
The structure of families has changed in the United States: According to statistics cited by the Pew Research Center, six out of ten women who remarry are in blended families, ...
Ethical Wills: Passing on Your Wisdom and Experience to the Next Generation
Each person accumulates a wealth of knowledge, experiences, and values throughout the course of their life. Regardless of whether you are financially wealthy, you have a great deal to share ...
Missed a Required Minimum Distribution? Here’s How to Fix It
The retirement years are supposed to be carefree—but what if you neglected to take the required minimum distribution (RMD) from one or more of your retirement accounts or took a ...