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Estate Planning with Retirement Accounts: Part One

Part One: The New Landscape At the beginning of 2020, the SECURE Act (Setting Every Community Up for Retirement Enhancement) went into effect. The SECURE Act substantially changed how inherited retirement accounts are taxed. The purpose of those provisions of the Act...

I Just Turned 18 – Do I Need a Will?

Estate Planning for Young Adults If you are a young adult, estate planning might be the last thing on your mind. However, because you are an adult, it is something you should take care of for yourself and for those who love you. Do you need a Will? Probably not,...