Category: 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

Consider the following when thinking about your estate. Use these questions to help you evaluate where you are in the estate planning process as noted

Annual Gift Tax Exclusion The amount of money that one person can transfer to another during a calendar year without being required to file a

Conservatorships/Guardianships A court-supervised proceeding to name an individual or entity to manage the affairs and assets of an incapacitated person. In incapacity planning, this

You’ve worked hard your whole life to provide for your family and make your loved ones more secure. Without advanced estate planning strategies…