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...
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...
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,...
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...
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...
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...
