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Estate Planning

The SECURE Act’s Impact On Estate and Retirement Planning—Part 1

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE ...

Estate Planning

The Tax Cut & Jobs Act Drastically Alters the Tax Consequences of Divorce

The Tax Cuts & Jobs Act (TCJA) made sweeping changes to exemptions, deductions, and ...

Estate Planning

Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries

Investing in life insurance is a foundational part of estate planning. However, when naming ...

Estate Planning

Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 2

With more and more Baby Boomers reaching retirement age each year, our country is ...

Estate Planning

Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 1

With more and more Baby Boomers reaching retirement age each year, our country is ...

Estate Planning

5 Steps For Adding Digital Assets To Your Estate Plan

Although digital technology has made many aspects of our lives much easier and more ...