According to the U.S. Census Bureau, the average age of widowhood in the United States is a...
Archive - January 2020
Five Estate Planning Mistakes to Avoid
Five of the most common mistakes are easy to avoid with the right information and support, as well...
SECURE Act Means It’s Time for an Estate Plan Review
Congress passed an important retirement-savings law called Setting Every Community Up for...
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...
Why Is a Power of Attorney Important?
Taking over a loved one’s affairs is not easy. However, what can make the task less daunting, is to...
Why are IRA Beneficiary Designations So Important?
If you pass away without naming beneficiaries in your will, it can create legal entanglements for...
If You Plan to Retire This Year, Be Prepared
Many people are looking forward to 2020, simply because it's the start of a new decade. However, if...
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...
What Does the Movie “Knives Out” Teach Us About Estate Planning?
One of the most dramatic scenes in the movie, is the gathering of the Thrombey Family at their...
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...