Five Major Takeaways From The SECURE Act You Need to Know for Estate Planning

Posted by & filed under Estate planning, Inheritance Tax, Living Trust, Loss of a Spouse, Secure Act.

Saving for retirement is a task that unfortunately we Americans have become worse and worse at over the years. Over half of the American population has not saved enough for retirement at the time of retirement and end up having to return to work with at least a part-time job. A full 25% of Americans… 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 »