Unclaimed Property – What? Where? How it impacts on estate planning and probate estate administration? Did you know that there are billions of dollars in unclaimed property being held by the state and federal government? Regardless of how careful we are with our finances, it is possible for utility deposits, credit balances, unused gift certificates,…

The SECURE Act: Time to review and possibly amend estate plans While it’s been a few months since President Trump signed the SECURE Act, we wanted to share information with you. The SECURE Act, which was effective January 1, 2020, has several positive changes: It increases the required beginning date (RBD) for required minimum distributions (RMDs)…

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