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The SECURE Act: the Good, the Bad and the Confusing

The SECURE Act: the Good, the Bad and the Confusing

On January 1, 2020, the most impactful retirement account legislation in decades became law.

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) will have a positive impact for many older Americans but could have negative tax consequences for many beneficiaries of their retirement accounts.  

The Good and the Bad (and the Confusing)

  The SECURE Act...
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Estate Planning & Administration
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Who’s On Your Team?

Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die.

It is about coordinating all aspects of your life so you can be taken care of during times when you are unable to care for yourself, and ensuring your money and property are distributed to the individuals you have selected upon your...
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Estate Planning & Administration
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To Keep or Not to Keep: Required Record Keeping for Your Business

To Keep or Not to Keep: Required Record Keeping for Your Business

Whether you’re a large, enterprise-level corporation or a small two-person partnership, good record keeping is critical to running a successful and efficient business.

Regardless of your business structure - sole proprietorship, partnership, LLC, or corporation, record keeping is your responsibility. Some types of records will help you to keep track of business details and plan for...
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Business, Business Planning
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Three Legal Things to Do After a Scary Diagnosis

Three Legal Things to Do After a Scary Diagnosis

A negative health diagnosis can be emotionally and logistically challenging for many reasons.

You may be worried about how you’ll take care of your family if you’re physically incapacitated. There are lots of things to consider with your doctors and medical professionals, but you may also want to consider these three legal tips to ensure your...
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Estate Planning & Administration
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