Tag: Estate Plan

How Zoom Helps You Take Care of What’s Important

There is good that comes from every challenging situation. Often, we have to let go of our resistance and take advantage of new opportunities. Most noteworthy, Zoom meetings are one of those opportunities.

COVID19 Living Trust for Your Peace of Mind

Notice: In consideration of their front line work every day during this crisis, we are offering free Health Care and Financial Power of Attorney Documents to all Health Care Workers and First Responders. A complete Living Trust estate plan is offered for a 50% fee reduction. We can set up a remote signing in the comfort and safety of home.

How Does the New SECURE Act Affect You?

On January 1, 2020, the SECURE Act became law. The new law will affect most retirement plan and IRA participants. SECURE Act Changes Affecting You Now The age limit is removed for contributions to traditional IRAs. Before the SECURE Act, you were required to stop making contributions at age 70½. However, now you can continue […]

The Truth About Probate and Why You Should Avoid It.

Probate: What it is. Why you should avoid it. Probate is the process of administering the estate of someone who has died or become incapacitated. It exists because no one can legally sign your name, even your spouse. According to the AARP, over $2 billion dollars is spent on Probate-related expenses, an average of 2-7% […]