What Impact Will It Have On You and the Beneficiaries of Your Retirement Accounts Post Your Death? On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act), effective January 1, 2020. The SECURE Act contains, by far, the most significant changes to retirement planning in a […]
Read More
The structure of families has changed in the United States in recent decades. According to statistics cited by the Pew Research Center, six out of ten who remarry are part of blended families, and in about half of those remarriages, stepchildren live with the remarried couple. If you or your grown children are part of […]
Read More
November is National Adoption Month, a month in which we focus on adoption, adoption issues, and the children within the adoption system who need permanent, loving homes. Thousands of children are adopted each year, bringing joy and love to their new families. If you’re part of one of these families, now is a great time […]
Read More
In 2008, Congress recognized the need for the public to understand the benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, even though 76% of adults view estate planning as important, a 2019 survey carried out by Caring.com shows that 57% […]
Read More
Our own mortality is an unpleasant and difficult thing to think about, and even though a Revocable Living Trust and a Last Will and Testament are very important, it can at times be hard to find the motivation to sit down and complete these emotionally challenging documents. If you’ve made an effort to begin the […]
Read More
Sending a child off to college is an exhilarating experience, and while you bustle around making plans and buying dorm supplies, your heart may be bursting with emotion. Maybe you’re prouder than words can express, but you’re also a little afraid. How can you make sure your child will be safe at their new home […]
Read MoreYou work hard for your money and want to ensure that your wealth distribution goes according to your wishes upon death. Sadly, many people simply don’t understand the difference between wills and trusts and how they can affect inheritance. Don’t be one of them! Take control of your wealth distribution by understanding what wills don’t […]
Read More(This is part 4 in a 4-part series). Today many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a revocable living trust avoids the public, costly and time-consuming court processes of conservatorship or guardianship (due to incapacity) or probate […]
Read MoreWhile most parents have the best intentions when it comes to teaching their children about handling finances wisely, sometimes the lessons don’t take. In addition to concerns about spendthrift behavior, some children experience problems with substance abuse or have mental issues that make giving them access to wealth a problem. This is where a trust-based […]
Read More
(855) 528-9637