Estate Planning

Estate plans are almost magical.  They allow you to maintain control of your assets, yet protect you should you become incapacitated.  They take care of your family and pets.  And, if carefully crafted, they reduce fees, taxes, stress, and time delays. Estate plans can even keep your family and financial affairs private.  But one thing […]

SECURE 2.0 Act – How It Affects You and Your Retirement Account Beneficiaries On December 29, 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0 Act). The previous SECURE Act in 2020 made several changes to retirement planning: It increased the required beginning date (RBD) for required minimum […]

Contrary to what you may have heard most of your life, a Will alone may not be the best plan for you and your family. And although a Will-based estate plan is well-intentioned, it often results in an unexpected and unfortunate outcome. Losing Control With Will-based Estate Plan To understand how a will-based estate plan […]