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 | Jun 18, 2019 | Estate Planning, Wills & Trust
Owning assets in foreign countries could pose a hassle upon your death if they are not set up properly. The best way to handle a vacation home, business interests or other assets in another country is to add the property to your Will as soon as it is in your...
by Susan Grissom | Apr 9, 2019 | Probate
Sometimes, but not always, there may need to be a Personal Representative appointed by the Court in order to handle a Deceased person’s affairs. The following information is intended to help you understand some of the probate terms used when handling the Estate of a...
