estate planning

December 26, 2019

Updating Your Estate and Retirement Plans After the SECURE Act

This week, the SECURE Act passed and will bring changes to how you plan for your heirs and for your retirement. The new law takes effect January 1, 2020. This article provides a good summary of the changes included in the SECURE Act. Here is a quick outline of those changes: The required minimum distribution […]
June 4, 2018
Estate Planning

Estate Planning for Young Adults

Turning 18 is a great milestone – the first steps of adulthood likely include graduating high school and heading off to college.  Young adults can vote and get into casinos.  They are also tasked with making responsible financial decisions and taking care of their health. Parents sometimes forget that all parental authority ends when the […]