May 22, 2020 | Uncategorized
Coronavirus has been all over the news. There are several key documents an estate plan should include to protect you and your family if you should suddenly become very ill or pass away: Last Will and Testament and/or a Trust A will enables you to specify the...
Jan 8, 2020 | Uncategorized
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. The SECURE...
Aug 27, 2019 | Uncategorized
If you have kept up with current events, you know that there is real potential for change to your retirement accounts. The Senate is working to pass new legislation that would help seniors prepare for their golden years more efficiently. Better known as the SECURE...
Jan 28, 2016 | Uncategorized
On December 19, 2014, President Obama signed the Achieving a Better Life Experience Act (ABLE Act) into law. The ABLE Act will allow certain individuals with disabilities to establish tax-free savings accounts that can be used to cover expenses not otherwise covered...
Mar 19, 2014 | Uncategorized
If estate planning is the process of designing a playbook, estate administration occurs when the playbook is put into action. The process begins with an event that triggers a provision in your estate plan, such as incapacity or death. The plan becomes...
Mar 12, 2014 | Uncategorized
A living trust is a legal document that, just like a will, contains your instructions for what you want to happen to your assets when you die. But, unlike a will, a living trust can avoid probate at death, control all of your assets and prevent the court from...
