Category Archives: Estate Planning
The SECURE Act – Eliminating the Stretch IRA and Creating Unique Rules for Younger Participants
Post Authored by Brian Bentrup The Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) was signed into law on December 20, 2019, by President Donald Trump. It significantly and fundamentally alters retirement in the United States. The purpose of the SECURE Act is to increase access to tax-advantaged accounts,… Read More »
Planned Giving
Let’s face it, we all want to make a difference. And as uncomfortable as we may be with the thought, our time to make a difference is finite. Many of us are creating a legacy for future generations, either by giving to our favorite charity or by operating a not for profit organization. Planned… Read More »
3 Big Mistakes in Creating a Will
The mistake that we see over and over again is that client’s Wills are not plans, but a mish-mash of forms. Anyone can create a form, and these days you can do it with a press of a button. It requires effort, precision and creativity to create a plan. To give you an idea… Read More »