The SECURE Act:  How it Impacts Your Estate Plan

The SECURE Act: How it Impacts Your Estate Plan

On December 20, 2019 the President enacted legislation that significantly changed the rules that govern passing retirement accounts on to beneficiaries. For how dramatically the new law alters the previous regime of rules and regulations, it is almost ironic that...
Trustee  Services (Trust Administration) Offered

Trustee Services (Trust Administration) Offered

Since 1995 our firm has counseled clients on estate planning, with an underlying premise being that easing the transition after a loss of a loved one is a meaningful gift to family and friends. As part of their estate plans, many clients choose to establish trusts. ...