Latest Blog Posts

The Biggest Threats to Successful Estate Planning

Posted on: August 30th, 2019
If you have not done any estate planning or if what you have done is ineffective, your estate will be subject to your state’s intestate laws. These laws predetermine who will inherit your assets and in what proportion....

My Trust is Signed, No Probate for My Family, Right?

Posted on: August 27th, 2019
With plans clearly established, your wealth and assets are protected should you pass away or become incapacitated. It’s important to be aware, however, that simply meeting with an attorney and signing a trust does not mean your estate planning process is complete. Without properly funding your trust, your assets could still be forced through the probate process....

What Could the SECURE Act Mean For You?

Posted on: August 23rd, 2019
The SECURE Act, Setting Every Community Up for Retirement Enhancement seeks to make Individual Retirement Accounts (IRAs) more appealing for Americans of all backgrounds....
Posts: 1 All