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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 […]

Divorce, Blended Families and Your Living Trust

If your marriage has ended in divorce, your spouse has died, or you have remarried and both spouses have children from a prior marriage, you must revisit your Living Trust or any other estate plan and update it along with all your beneficiary designations. Divorce Going through the process of ending your marriage can be […]

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% […]

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