How The SECURE Act 2.0 Impacts Retirement Planning in 2023

2023 retirement changes

As with estate planning, when it comes to retirement, your individual circumstances affect your decisions going forward. Changes to state and federal laws, taxes, and regulations happen all the time, and it’s important to revisit and revise your plans to understand how they could impact your progress toward your ultimate goals and get the most […]

SECURE Act: How Could it Affect Your Retirement?

Savannah Estate Lawyer Explains the Benefits of Charity/Non-Profit Contributions from an IRA

Recent changes to Individual Retirement Account (IRA) provisions will keep estate planning attorneys busy in the new year. No more age restriction on traditional IRA contributions Many proponents of the recently signed SECURE Act are touting the repeal of the age restriction on traditional IRAs allowing investors to continue contributing to their accounts after they […]

2019 VA Pension (Aid & Attendance) Rates

2019 VA Pension (Aid & Attendance) Rates

For those interested in VA Aid & Attendance in Savannah, GA and elsewhere, here are the VA Pension (Aid & Attendance) rates effective from December 2018 through December 2019.

3 Things to Consider When Planning for Long Term Care

3 Things to Consider When Planning for Long Term Care

When creating a long term care plan for yourself, it’s important to make sure that no detail is overlooked. A well-rounded plan can help direct your family to make smart, sound decisions for your future when you are no longer able to make them for yourself. If you’re not sure where to begin, start by […]

Solid Retirement Planning with an Estate Planning Attorney in Savannah

Perhaps one of the best reasons to hire an estate planning attorney in Savannah is because of what they can do to help with retirement planning.  Most of us have a kind of fantasy about what our retirement will look like, but a smart Savannah estate planning lawyer knows that it takes some hard work […]

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.