Posts Tagged ‘Estate Planning’
Business Succession Planning — Three Reasons You Need a Business Succession Plan Now
As a business owner, you know more about your company than any other person. You founded the company and built it into the successful business that it is today. It…
Read MoreAre You Ready for Retirement? These Signs Say You May Not be as Ready as You Think
Most of us look forward to retirement. We long for the day when we can wake up because we are ready to wake up, instead of waking up because of…
Read MoreHow 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 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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