The SECURE Act went into effect on January 1, 2020. The SECURE Act stands for Setting Every Community Up for Retirement. This Act includes some significant changes to retirement plans—some of these are the biggest changes that the U.S. has seen in decades. Since it...

Many Americans are part of a blended family. A blended family is a family unit in which one or both parents have a child or children from a previous relationship—and have combined these families into one new family. With blended families, there are some additional...

If you are just getting started with the estate and legacy planning process, your number one focus may be how to maximize what you leave to your family and your favorite charities. You may also have some concerns about how taxes will be paid on your estate.  However,...