Post-Election Tax Strategies

Post-Election Tax Strategies

Now that tax season is wrapping up, we can all take a deep breath. With the pandemic looming over all of us in 2020, change has become the only thing we can consistently count on these days. COVID aside, there have also been large changes as a result of who is now in...
The SECURE Act: How it Affects Estate Planning and What to Do

The SECURE Act: How it Affects Estate Planning and What to Do

With the introduction of the Setting Every Community Up For Retirement Enhancement (SECURE) Act in effect as of January 1, 2020, new and big changes have been made that affect one large aspect of retirement accounts: the payout process for beneficiaries. Previously,...
3 Estate Planning Resolutions for the New Year

3 Estate Planning Resolutions for the New Year

With another year behind you, it is a great time to review your estate plan. If you do not have an estate plan, it’s a great time to start one. Here are three estate planning resolutions you should consider for 2019: Estate Planning Resolution #1: Have the Talk There...