The Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act, which went into effect in 2020, has far-reaching impacts on retirement accounts and taxes. The SECURE Act may also affect your
A Revocable Living Trust allows you to set aside and manage assets while you are alive, and when you pass, those assets are transferred to beneficiaries without going through the probate process. While a Living
Most everyone knows about Wills and Trusts – two distinct estate planning documents. When it comes to a Living Will and a Living Trust, however, their functions may be blurred. These also serve particular roles:
A Trust is a legal document that allows funds and other assets to be legally held by a third party on your behalf. Trusts are created by a fiduciary relationship in which one party is
It’s easy to get caught up in the day to day. After all, we spend our entire lives caring for the people we love. And, when it comes to family planning, we want to make
Do your parents have a Will or Health Care Proxy? Would you or your siblings know where to find your parents’ important estate planning documents should there be a death or sudden illness? As difficult
Most people have the vague idea that estate planning is about passing on one’s assets to loved ones when we die. This is true, but is a bit more involved than that. Estate planning is
Watch the Webinar If you regularly donate to your church or favorite charity, you may be considering gifting a part of your estate when you pass. As part of your Estate Plan, you can specify
The holidays are an excellent time to talk to your family about your wishes and prepare your family for any curveballs life throws at you. We’ve prepared a comprehensive guide to help you navigate important
Basic Anatomy of a Family Estate Plan Everyone needs an estate plan, regardless of your age, stage in life, and the amount of assets you have. An Estate Plan should include a Health Care Proxy
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