Estate Planning Articles

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...

Coronavirus and the Impact to Your Wealth, Health and Happiness

While it’s still hard to tell how the Coronavirus will impact us in the long term, it’s become a subject that’s impossible to ignore. While some are advocating we prepare to be quarantined, potentially for months, others are saying the virus is nothing more than a...

7 Events That Necessitate a Review of Your Estate Plan

Did you know that even if you put a completely solid estate plan in place, it can end up proving worthless if it’s not properly updated? Estate planning is not a one-and-done type of deal: It should continuously evolve along with your life circumstances. No matter who...

Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased

When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it...