When it comes to estate planning and securing financial stability for your loved ones, both Individual Retirement Accounts (IRAs) and trusts play pivotal roles. Though they serve different functions, they share common ground in the realm of legacy planning....
Your hard-earned assets represent years of dedication and smart financial decisions. Whether you’ve built a successful business or accumulated wealth through investments, it’s crucial to safeguard your assets from potential risks. Without proper...
As we navigate through the COVID pandemic, the importance of estate planning for all individuals is more clear than ever. For people with children, estate planning is usually pretty straightforward – leave everything to the children in equal shares. Sometimes...
In light of the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning documents. With the extension of some states’ stay in place orders, it may be tempting to create your own documents all on your own....
The SECURE Act, which was effective January 1, 2020, is the most impactful legislation affecting retirement accounts in decades. The SECURE Act has some positive changes: it increases the required beginning date (RBD) for required minimum distributions (RMDs) from...
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