Trusts and Taxes

March 2nd, 2020|

It’s that time of year...tax season. When most of us think of tax season, we think of our individual and business tax returns since these are the most common tax forms. Most of us do not think of the tax obligations relating to trusts—but many of us should. Many of[...]

Happy New Year!

January 15th, 2020|

Dear Clients & Friends, There has been a major change in retirement planning, which may affect your estate plan. The Setting Every Community Up for Retirement Enhancement (SECURE) Act was officially signed into law on December 20. The major changes of the Act include: Most inherited retirement plans are now[...]

The Secure Act

December 3rd, 2019|

The SECURE Act may affect both your estate plan and your retirement planning needs. Although many experts thought the SECURE Act would pass in 2019, we will now likely need to wait until 2020 to see if the SECURE Act will come into effect. Here is a recently published article[...]

“Executor of My Will”

October 20th, 2019|

Most of the time, clients become unclear about using the proper legal terms in estate planning, and for good reason—the terms are confusing. The most common example I hear is when people talk about wanting to name an “Executor of My Will.” However, this is not quite the proper term[...]