Tag Archives: financial planning

What It Means to Be a Power of Attorney: The Basics

For most people, the phrase “power of attorney” means very little. Even for those educated on the subject, it is easy to forget exactly who serves what role and why.

Whether you are unfamiliar with the concept or simply need of a refresher, keep reading to learn what it means to be an agent under a...
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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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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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