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In December 2019, the SECURE Act was signed into legislation. This regulation is one of the most substantial changes to have occurred in the last few years....
Ways to Revise Your IRA After the Secure Act
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Blog: Estate Planning
SECURE Act Results in Major Estate Planning Changes
In December 2019, President Trump signed a two-part bill that funds the federal government through 2020. Among the many parts of this bill is the Setting...
Common Mistakes That Will Damage Your Estate Plan
Each estate plan has its weaknesses, but the best ones take their shortcomings into consideration. The less well-written estate plans leave substantial...
Second Marriages and Estate Planning
Grey divorce refers to the end of marriages of people in their 50s and 60s. While it is true that the overall divorce rate in the United States has declined,...
Reasons to Think Twice About Using a Joint Account in Your Estate Plan
On your quest to create the best estate plan possible, at some point, you might have been told by someone that jointaccounts are an invaluable estate planning...
Passing on Assets to People with Special Needs
As the year comes to an end and the holidays approach, many people consider making gifts to their loved ones. Not only is passing assets on an excellent way...
Three Critical Estate Planning Considerations for Business Owners
Creating a business presents many challenges. While you are likely worried about day-to-day financial issues including printing payroll and collecting on...
Alzheimer’s and Your Estate Plan: Three Celebrity Lessons
Speak with an Experienced Estate Planning Lawyer Today Dementia refers to several symptoms including memory loss, foggy thinking, and a decline in...
What to do Now That You Have an Estate Plan
If you have finally made the substantial step of creating an estate plan, it is easy to fall into the trap of thinking that you are done planning for the...
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