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In December 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law, ushering in a new era for retirement and estate planning. While the Act introduces changes on a national scale, its impact on estate planning varies from...
Estate planning is a crucial aspect of securing your financial legacy and ensuring your loved ones are provided for after you're gone. While beneficiary designations are a common and essential tool, they are by no means the sole solution for a comprehensive estate...
Written By Andrew Gregory Estate planning is a vital process that allows individuals to ensure the seamless transfer of assets to their heirs and loved ones. One key concern for many is the probate process - a court-supervised legal procedure that validates a will and...
Written By Andrew Gregory Starting a family is a joyous and exciting time, filled with the anticipation of new beginnings and cherished moments. Amidst the hustle and bustle of parenting, it's easy for young families to overlook an essential aspect of their future -...