News & Resources: Blog

Ensure Your Estate Plan is Structured to Minimize Conflict

It is quite possible that your heirs, including minor and adult children, do not agree regarding family circumstances, particularly when it comes to inheriting your estate. Relationships can change and intensify when you die, with underlying issues that bubble to the surface, creating tensions over your estate and possibly tearing your family apart. Even if […]

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Introducing SECURE 2.0 in 2023

The first significant retirement legislation changes since 2006 was the Setting Every Community Up for Retirement Enhancement Act (SECURE). The impact of the SECURE Act on some retirees, near-retirees, and their future beneficiaries may significantly affect you, and it’s imperative to schedule a review of your retirement accounts and estate planning documents. Changes in the […]

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