fbpx

Do You Have an Asset List? Here are 10 Things to Include on It

We have talked about and written on everything and anything about estate planning over the years. And we are happy to report that many clients just like you and your family are not only listening but also putting our practical tips to good use. So here is another tip:...

The SECURE Act: How it Changes Retirement and Estate Planning

There’s been quite a bit of buzz in the news recently about the Setting Every Community Up for Retirement Enhancement (SECURE) Act that was just signed by the President. Specifically, our clients are hearing that it could negatively affect them and their retirement...

Incapacitated: What happens if you’re out of it?

When Frank started his company five years ago, he did what most passionate sole proprietors do and dove in headfirst. He was determined to build something special brick by brick, and, thanks to a sound strategy and lots of elbow grease, he succeeded. There was just...

Why Is Flexibility in Estate Planning so Important?

Last month, we shared a good chunk of the questions we ask our clients during the estate planning process. The goal is to get to know them and their family and customize a strategy that fits their situation. But what happens when the answers to some questions are...