The Danger of Creating an Online Will (and other Estate Planning Documents)
With all of the available online options these days, it could be tempting to do your own estate planning. It is relatively inexpensive, takes very little time, and does not require meeting with a lawyer. However, if you go it alone, you need to know the potential...
The Impact of the SECURE Act – Part 2
If you are creating a new estate plan, or looking to update your pre-existing plan, it is important to understand the available strategies to avoid drawbacks of the new SECURE Act that may impact how your pass on your retirement account proceeds. On January 1, 2020,...