Estate Planning Interview with Joel Harris

Posted by & filed under Estate planning.

Did you know that March 31st, 2019 marked a momentous point radio history? Yes, it’s true! I sat down to be interviewed by the hosts of Real Estate Radio Talk for 90 minutes.  In this post I thought it would be a good idea to memorialize the many topics we explored on the show, from… Read more »

What Will The SECURE Act Mean For My Retirement Plans?

Posted by & filed under Asset Protection, Estate planning, Inheritance Tax, Living Trust, Retirement Planning, Secure Act.

What are your retirement plans? Have you thought about how you will pay for your housing situation? Have you reserved enough money for extra expenses? Will the retirement age change by the time you retire? All of these questions are valid and you should take them into consideration as you grow older. With policies changing… Read more »