Estate Planning 101

Estate Planning Steps

Have you ever wondered just what Estate Planning really is? The term “estate” can be deceiving. It doesn’t necessarily mean a large sprawling homestead. In fact, in the eyes of the law, an “estate” is simply all the property you own, both outright and jointly—including bank accounts, real estate,..

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5 Things To Know About the SECURE Act

The SECURE Act

You may have received a memo from us regarding the SECURE Act over the past several weeks. In case you missed it, we wanted to give you a quick breakdown of what the SECURE Act is and why you should be paying attention. On January 1, 2020 The SECURE Act went into…

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Children & Inheritance

Children & Inheritance

Inheritance is a topic that can be tricky for most to discuss. Many of us have been put in a situation where a family member bequeathed us something financially or physically after their passing. Or perhaps YOU are the parent contemplating about how to pass your wealth…

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