This year, a very important piece of legislation was signed into law. The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act) was passed by the House of Representatives in July of 2019. It was later approved by the Senate in December of the same year as part of a year-end…

Estate planning is an important step in protecting your future and that of your loved ones. The legal tools you can put in place with a comprehensive estate plan can do so much more than help secure the distribution you want for your assets after you pass away, which is very important in and of…

Do you have a loved one with special needs? If so, you may be worried about how to provide for them. You see, leaving or giving money to a person with special needs can be complicated. This is mainly due to the fact that many special needs individuals rely on the continued receipt of government…

Estate planning can provide a range of benefits, including protecting a future you want for yourself, your family, and your loved ones. It will involve the selection of trusted individual that will be tasked with important roles in safeguarding your wishes. For instance, the personal representative of your estate will play a critical part in…

There seems to be more talk about 529 Savings Plans recently. A 529 plan is a savings plan with tax advantages that is designed to encourage people to save for the future costs of education. It may then be no wonder that more and more people are talking about 529 plans as the cost of…

Having an estate plan in place means that you have taken a significant step in protecting a future you want for yourself and your loved ones. Establishing an estate plan, however, does not mean the process is over. Over time, our lives can significantly change. Our family dynamics change, family structures change, financial situations change,…

Putting an estate plan in place is a valuable step in helping protect your future and the future of your loved ones. To be most effective, however, an estate plan should remain as up to date as possible. This means that, especially in light of major life events, you should take a moment to see…

Now that just about everyone is using the internet to accomplish a multitude of tasks, from shopping to social interaction to finding out the latest news to paying their bills, you might wonder why you shouldn’t do your estate planning online. This may be an especially common question in 2020 when so many people are…