Once Your Kids Are 18, Make Sure They Sign These Documents

Once Your Kids Are 18, Make Sure They Sign These Documents

Once Your Kids Are 18, Make Sure They Sign These Important Documents While estate planning is probably one of the last things your teenage kids are thinking about,  when they turn 18 it should be their (and your) number-one priority. Here’s why: At 18, they become...

Learning to Flourish, Even in a Financial Crisis

Learning to Flourish, Even in a Financial Crisis

Maybe you, like many of us, have been raised to think that the safest way to live in the working world is to have a good career and a steady paycheck. This financial crisis is challenging that framework for many people. Even if you had a steady job, and even if you...

Estate Planning Essentials for Parents

Estate Planning Essentials for Parents

A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including provisions for the care of your children in your estate plan is essential for peace of mind. But many parents struggle with including...

The SECURE Act and Retirement Plans

The SECURE Act and Retirement Plans

In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new legislation. On January 1, 2020,...

New Law Has Big Changes for Estate and Retirement Plans

New Law Has Big Changes for Estate and Retirement Plans

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. Indeed, the changes ushered in by the SECURE Act have dramatic...

~

We will never sell or share your information.