IRA Legislation Update: SECURE ACT – 2020
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, [...]
Is your estate plan a blessing or a curse?
Proverbs 20:21 says “an inheritance obtained too early in life is not a blessing in the end.” In other words, an [...]
Everyone Has an Estate Plan
When someone mentions Wills, Trusts or estate planning what comes to mind? Have you ever thought to yourself “I just want [...]
Reminder: Review Your Beneficiary Designation
If it's been a while since you've looked at your beneficiary designations on life insurance, retirement accounts, bank accounts and other assets where you are able list who to transfer the property to on your death, it's good to review them and see if any updates are needed.
Costs to Prepare an Estate Plan
I am often asked what it costs to prepare an estate plan. Some things to think about in response...
Updating Beneficiary Designation Forms
Did you know that if you do not properly designate beneficiaries on assets like life insurance & retirement accounts...