The Secure Act

December 3, 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 [...]

“Executor of My Will”

October 20, 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 [...]

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