Posts by Chris Berry
How to Handle Retirement Accounts in Your Estate Plan?
A will is the basic instrument in your estate plan. Your will directs your personal representative to distribute your property to your heirs. However, retirement accounts are handled differently from…
Read MoreFinancial Holiday Gifts for Young Adults
The holidays are approaching and many of us are searching for the perfect gift to give young adults in our lives. Most young adults love to receive money for the…
Read MoreFinancial Planning for Physicians in Michigan
Many physicians struggle during residency and during the early years of their careers as they pay off student loans and establish their medical practice. However, most physicians eventually become what…
Read MoreIs There a Difference Between Financial Planning and Estate Planning?
Even though there may be some elements of financial planning and estate planning that overlap, they serve very different roles. Working with a financial planner and an estate planning attorney…
Read MoreThe SECURE Act May Significantly Change Your Retirement and Estate Plan Regarding Stretch IRAs
The U.S. House of Representatives passed The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 in a 417 to 3 vote. If the U.S. Senate passes The…
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