Biggest Estate Planning Mistakes Parents Make

Your Estate Plan May Need To Be Tweaked: The SECURE Act Has Passed

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed into law on December 20, 2019 and goes into effect on January 1, 2020. It is the most impactful legislation affecting retirement accounts in at least a decade. If your estate plan distributes assets to your beneficiaries in trust, you should contact … Read More

Should I Name My Executor As The Beneficiary of My Financial Accounts?

I received an email from a client over the weekend that alarmed me. So much so that called them on a Sunday afternoon to make sure remedial action was immediately taken. When I transmit my clients’ legal documents, I always remind them that Wills do not control the disposition of assets such as retirement plans … Read More