Estate Planning
As explained in our previous Facebook post and Blog article, the SECURE Act brought major changes …
Under prior law applicable to the payouts from an IRA, when the owner of an IRA died, named …
JUST WHEN YOU THOUGHT YOU UNDERSTOOD RETIREMENT PLANS, THE GOVERNMENT CHANGES THE RULES! On …
Susan discusses the basic differences between a will and a trust so you can decide which is the …
How do you safeguard money specifically for your grandchildren? Darrell discusses UTMA accounts …
Susan discusses the key differences between a will and a trust.
Susan explains when a Special Needs Trust is a good way to leave assets to those individuals …
Learn all about a Lady Bird Deed and if it’s right for you, during this video.
There are many different types of trusts created to serve a wide range of estate planning needs. …
Did you know there is a way to find out whether a deceased family member or acquaintance owned a …