We'll help you leave a lasting legacy for your heirs.
Quite understandably, most people have little or no experience in settling an estate. There are a myriad of actions to be accomplished, each one of them important, and no one knows in what order tasks need to be completed, let alone how to weave through the legal dynamics. So what can we do to help?
Not sure where to begin with estate planning? Start by learning about the various roles you need to fulfill.
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.