Estate planning is essential for your future and the future of those to whom you wish to leave your assets. Having a well-thought-out estate plan can make a huge difference in how your assets are handled upon your death. If your estate plan is ineffective, or...
Month: March 2020
What is the SECURE Act–and How Might It Affect the Distribution of Your IRA?
On January 1, 2020, a new law went into effect that every person saving for retirement should be aware of. This law was introduced as the SECURE Act--which stands for Setting Every Community Up for Retirement. The SECURE Act implements some of the biggest changes to...
Estate Planning: Are Your Essentials Up to Date in the Case of a Natural Catastrophe?
While it is always a good idea to plan ahead for your future and have your estate plans set in place, it is also important to update your estate plans from time to time. Now more than ever, as the nation deals with the consequences of the novel...
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