Five Tips to Minimize Estate Disputes
In a world where baby boomers are retiring at a rate of 10,000 per day, in the coming decades, tens of billions of dollars in assets will be transferred from...
Passage of SECURE Act Anticipated by Year-End
Estate planners have been watching Congress closely, waiting to see what will happen with the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The legislation, designed to boost Americans’...
Estate Planning Checklist – Your Ultimate Guide
The future is unpredictable and we understand that you want your family to have a secure and comfortable life even when you are incapacitated. The objective of estate planning is...
10 Common Estate Planning Mistakes to Avoid
Estate planning is confusing to most people and most do not have a plan in place. Many people take for granted that their assets will go to the right place...