Updating Your Trust After The SECURE Act
The Setting Every Community Up for Retirement Enhancement Act of 2019, commonly known as the SECURE act, became effective on [...]
Aretha Franklin Died Without A Will or Trust
On August 16th of last year, Aretha Franklin, the “Queen of Soul”, passed away from pancreatic cancer at the age [...]
Giving Big This Season! A Primer on the Gift Tax Exclusion
A primer on the annual gift tax exclusion, how much you can gift before paying taxes, and how the lifetime gift tax exemption affects your estate plan.
5 Reasons Not To Put Your Child’s Name On Your Deed
Putting your child’s name on the deed to your home is often seen as a simple and inexpensive estate planning [...]