Don’t Forget the Beneficiary Designation Part of Your Planning

Don’t Forget the Beneficiary Designation Part of Your Planning

How Important Are Those Beneficiary Designation Forms? “It’s all about the assets” can be a very important phrase when ensuring your assets are connected with your estate plan. Although creating the estate plan in the first place is still the most...
Lessons from Coronavirus: 3 Important Planning Reminders

Lessons from Coronavirus: 3 Important Planning Reminders

Not too long ago, in what seems like a galaxy far, far away, life was normal before this pandemic. There are still plenty of questions on when the coronavirus really began, but it didn’t dominate our lives until sometime in March 2020, and no doubt the invisible...
What Do I Need to Change as a Result of The SECURE Act

What Do I Need to Change as a Result of The SECURE Act

The SECURE Act is now law, and clients along with advisors are learning how to adapt to the fundamental change. Like any law, the corresponding IRS regulations are not complete yet, and when they are complete we hope a few of the current unanswered questions from the...
Love and Remarriage in Retirement

Love and Remarriage in Retirement

Finding Love in Your Later Years Calls for Planning Finding love and companionship again in the later part of life can be wonderful, but it can also be very complicated. Taking the plunge without proper planning can have tremendous negative consequences. About 50% of...
Don’t Forget the Beneficiary Designation Part of Your Planning

What You Need to Know About the SECURE Act

The SECURE Act is Now Law — The Changes are Significant Estate planning should never be considered a one-time event. In reality, an individual’s estate plan must continually adapt to changes in their lives and changes to the law. Laws change all the time,...
Helping Yourself and Others Through Grief During the Holidays

Helping Yourself and Others Through Grief During the Holidays

The grieving process can make the holidays very challenging… We all remember our first feelings of grief and learning how to work through this new, uncomfortable process. For many of us, our first experience with grief came in childhood. For me, my first moment...