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…
During the COVID-19 epidemic, most law firms are protecting their clients and staff by not conducting signature of wills and other estate planning documents in their offices in the usual…
1. Do I really need a will? Your will is a legal document that allows you to decide in advance how your property and belongings will be divided and who…
As a dad, you work hard to provide and support your family. You attend your children’s sporting events, save money for their college education, help them with their homework, do…
For IRAs and Other Tax-Deferred Retirement Accounts Naming the right beneficiary for tax-deferred retirement accounts is critical. Most people want to continue the tax-deferred growth for as long as possible,…
Each Year Without Estate Planning Hinders Heir Second generation members of family businesses often face challenges similar to this person. Unequal distribution of assets are often essential to protect and…
Trusts are some of the most valuable tools for estate and wealth planning, but some unscrupulous individuals and companies can seriously harm your family’s financial and legal situation, by offering…
