IMPORTANT ALERT!!! Necessary Changes To Your Estate Plan

Legislative Changes Affecting Retirement and Estate Plans Congress recently enacted the SECURE Act (“Setting Every Community Up for Retirement Enhancement Act” of 2019), which significantly changes the manner in which qualified retirement plans (i.e., IRAs, 401(k) plans, and 403(b) plans) are treated and taxed.  The SECURE Act may also significantly affect your existing estate plan. … Read More »

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Welcome to our blog. Here, you will learn about our latest thoughts and information relevant to our practice areas. We truly hope you visit us regularly for up-to-date topics. Subscribe to our blog for instant access. Browse our website for more in depth information about what we do. As always, feel free to contact us,… Read More »