What You Need to Know About the SECURE Act

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...
What Is a Power of Attorney and Why Might I Need One?

What Is a Power of Attorney and Why Might I Need One?

A Power of Attorney (PoA) is a legal document that gives someone authority to act on your behalf. Think about all the decisions you make on a daily, weekly, monthly basis. Now think about what would happen if you couldn’t make those decisions for yourself...

Asset Protection: Why Should I Care About It?

So what is asset protection? And why might I need it? Asset protection planning is about protecting your assets from creditors or other predators, BUT it’s not just for the super-wealthy. Before you think, “this doesn’t apply to me,” we...

What You Need to Know About the Tax Cuts and Jobs Act of 2017

Congress passed a sweeping tax reform bill in late December 2017, and our economy has taken off in 2018. This tax law is commonly known as the Tax Cuts and Jobs Act, and the law makes significant changes for business owners and individuals. Although political parties...

7 Common Challenges for Effective Estate Planning

The field of estate planning continues to evolve and adapt to the challenges that people are facing today. At one time estate planning was heavily geared towards managing estate tax liability, but a few tax law changes later, and now other issues are more important...