by Madalyn Davis | Jan 14, 2020 | Estate Planning, Wills & Trust
For some people, the SECURE Act will have little impact. For those who spend down their IRAs for their retirement, or who are leaving everything outright to their beneficiaries or making distributions at younger ages (under 40 generally, although this varies by each...
by Madalyn Davis | Jan 7, 2020 | Estate Planning, Wills & Trust
The SECURE Act (Setting Every Community Up For Retirement Enhancement Act) became effective January 1, 2020. What does this mean for YOU? Let’s focus on the biggest Estate Planning impact, the elimination of the Stretch IRA or other retirement plans. Previously, many...
by Susan Grissom | Dec 31, 2019 | Estate Planning
Each year, as December 31st approaches, I consider the things I hope to accomplish next year and document my New Year’s Resolutions. I typically include at least one goal / resolution that is focused on finances, one focused on health or wellness, and one focused on...
by Susan Grissom | Dec 24, 2019 | Estate Planning
The Holidays provide an opportunity to look back on the year and remember those who are important to us. As 2019 comes to a close, I wish to take an opportunity to thank our clients and referral partners for a great year and to wish each of you Happy Holidays! I am...
by Madalyn Davis | Dec 17, 2019 | Estate Planning, Wills & Trust
Are you interested in creating a Trust and unsure who to name as your Trustee? Trying to decide who will manage your Trust, either for yourself upon your incapacity, or for your children, is a big task and can be overwhelming. For clients who cannot decide on an...
by Madalyn Davis | Dec 10, 2019 | Estate Planning, Wills & Trust
As long as you are living, your Revocable Living Trust does not have a separate tax identification number (TIN) or EIN and you do not need to file a separate trust tax return. The Internal Revenue Service (IRS) prefers that you use your own Social Security number. ...
