The SECURE & CARES Acts Impact on Retirement …
How To Buy Life Insurance During The COVID-19 Pandemic
How To Buy Life Insurance During The COVID-19 PandemicIf you’re shopping for life insurance, you might encounter some new processes and temporary roadblocks due to COVID-19. If you’re new to buying life insurance, you may not realize that those who shopped a few months ago may have had a different …
How to Get a Loved One to Visit an Estate Planning Attorney Before It’s Too Late
How to Get a Loved One to Visit an Estate Planning Attorney Before It's Too LateIf there's a family member or a friend in your life who refuses to do their will and get their estate in order, here are some tips to finally get them to take action.Not long ago I wrote about “Mario,” an exceptional …
Retirement and Estate Planning Opportunities after the SECURE Act
Retirement and Estate Planning Opportunities after the SECURE ActHave a big IRA or a trust? Your strategies for limiting the tax burdens on your beneficiaries may have just changed ... a LOT.If you haven’t learned by now, the Setting Every Community Up for Retirement Enhancement Act (known as the …
Watch Out for a New Tax Bomb, Courtesy of the SECURE Act
Watch Out for a New Tax Bomb, Courtesy of the SECURE Act Don't let the death of the "stretch IRA" diminish your legacy. Here are three strategies to consider to keep the inheritance you plan on passing down from blowing up. To say it’s going to take some time for the dust to settle around the …