What does the SECURE Act Mean for You and Your Retirement?

What does the SECURE Act Mean for You and Your Retirement?

How will the SECURE Act affect you and the beneficiaries of your retirement accounts? The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law by President Trump on December 20, 2019. The law became affective January 1, 2020. Eliminates the age limit for making traditional IRA contributions It increases the required […]

The Comprehensive Legacy Checklist

27 Red Flags in Estate Planning You Can't Afford to Ignore: Get Our Expert Checklist!

Ensure your estate is fully prepared for any eventuality with The Comprehensive Legacy Checklist. This essential tool is designed to help you and your family face the future with confidence, covering all critical areas from asset protection to healthcare decisions. Whether you’re setting up a plan for the first time or updating an existing one, this checklist highlights potential vulnerabilities and ensures nothing is overlooked.