by Jim Lyon | Feb 28, 2020 | blog, Blog: Estate Planning
It is easy to fall into the trap of thinking that only the wealthiest people need estate plans. In reality, regardless of a person’s age or net worth, having an estate plan can still serve some valuable goals. Despite the advantage of having an estate plan, data...
by Jim Lyon | Feb 21, 2020 | blog, Blog: Estate Planning
Planning for your death or incapacity might be uncomfortable, but it is the best way to make things easier for your surviving loved ones. By failing to take adequate precautions now, you leave your estate open to additional costs during the probate process. The...
by Jim Lyon | Feb 14, 2020 | blog, Blog: Estate Planning
Living trusts have grown in popularity over the last decade. After all, these estate planning documents allow people to achieve goals that are not possible using other types of estate planning methods. Living trusts allow people to both control how assets are...
by Jim Lyon | Feb 7, 2020 | blog, Blog: Estate Planning
As the parent of a special needs child, it is common to end up worrying about what will happen to the child if you die or become incapacitated. You understandably want to do whatever you can to make sure that the child’s future remains stable in case something happens...
by Jim Lyon | Jan 31, 2020 | blog, Blog: Estate Planning
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. As a result of the SECURE Act, IRAs and required monthly distributions can end up having a substantial impact...
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