We'll help you leave a lasting legacy for your heirs.
Inheriting an IRA? Learn about how the new rules under the SECURE Act can impact you.
I set up a trust to protect this money for my children after I pass. What impact will the SECURE Act have on this?
How to Circumvent the Demise of the Stretch: Strategies to Provide for Beneficiaries Beyond the 10-year Rule
With the new SECURE Act legislation, the stretch has been eliminated for IRAs. Are there other options for my beneficiary to receive the income over a period longer than 10 years?
Here are some ideas on how to craft a Family Legacy Letter to share your life story, personal values, beliefs, and advice for future generations.
With the new SECURE Act in place, who should consider changes to their estate plan?
End of life matters aren’t something we generally want to discuss, but doing so can greatly ease the stress of your loved ones during a difficult time. Use this checklist to state your intentions!