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SECURE Act Means It’s Time for an Estate Plan Review

Congress passed an important retirement-savings law called Setting Every Community Up for Retirement Enhancement, or the SECURE Act of 2019.

Posted on: January 28, 2020

Business Owners Should Start End-Game Planning Now

Running and owning a business is just like raising a child: Both are investments in the future and both require a lot of time, resources and effort to raise successfully.

Posted on: January 27, 2020

How Does the SECURE Act Change Your Estate Plan?

These changes are so significant that every such plan holders should review their wishes and how their estate plans may be affected.

Posted on: January 24, 2020

Start the New Year with Estate Planning To-Do’s

Every estate plan should bring you peace of mind, but much more than that, an estate plan is one of the best gifts you can give your loved ones.

Posted on: January 23, 2020

Retirement and Estate Planning Work Better Together

Even if you and your spouse have worked out the kinks in your day-to-day money habits, it’s important to reexamine the big picture.

Posted on: January 22, 2020

Life Insurance Is a Good Estate Planning Tool but Needs to Be Done Carefully

Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.

Posted on: January 21, 2020

How Should I Prepare for My Child’s Future?

A recent survey by TD Ameritrade made headlines, with its finding that 1 in 5 young Americans (Generation Z, defined by the researchers as ages 15-21, and young millennials, ages 22-28) may opt out of college. A deeper look shows that much of what drives that thinking, is the price and debt that come with it.

Posted on: January 20, 2020