Estate planning is much more than getting the necessary documents in order. What legacy do you want to leave behind? Let’s help you explore this question.
The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.
Putting an estate plan in place is an investment of time and money, but is well worth it to ensure that one’s wishes are carried out.
It’s difficult to find a more challenging life event than the passing of a loved one. Between the emotional toll it takes on you and your family, combined with the pressure that comes with potentially serving as an executor, you may find yourself wondering where to begin.
Congress passed the final version of the pending tax legislation, which will now move to President Trump’s desk for signature. The bill is the largest rewrite of the U.S. tax code in three decades, and will have broad implications for individuals, families, and businesses.