Month: December 2023

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...