Estate Planning: Caring for Your Pets

ESTATE PLANNING: CARING FOR YOUR PETS Have you seriously considered what will become of your faithful companion – your beloved pet – upon your death or disability? If not, now is the time. If you don’t have a plan in place that quickly and easily provides for your pet’s food, shelter, and care, you must […]

The Secure Act and Its Impact on Estate Planning

THE SECURE ACT AND ITS IMPACT ON ESTATE PLANNING On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). It is brand-new. It passed immediately without any discussion and was effective on January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. […]