Trusts vs. Wills
4 Things Trusts Can Do That Wills Can’t Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death. However, trusts come with some distinct advantages…
Tag Estate Planning
Untimely Death
Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages As you no doubt already know, on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopter crash on a wooded hillside 30 miles…
When To Start Planning
Is Your Family “Too Young” to Need an Estate Plan? Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to…
Setting Every Community Up For Retirement Part II
The SECURE Act’s Impact On Estate and Retirement Planning In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you…
Estate Planning For Women
What Women Need to Know About Estate Planning Women outlive men, make less during their careers and have less in savings due to pay discrepancies and time taken out of the workforce to raise their families. These are just a…
Setting Every Community Up for Retirement Enhancement Part I
The SECURE Act’s Impact On Estate and Retirement Planning On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. Indeed, the changes…