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Will and Trust

Last Will

Having a last will in place will make sure your estate goes to whom you want, when you want, the way you want.

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Financial POA

A financial power of attorney provides authority for someone to act on your behalf in case you become incapacitated.

Health Care POA

Health care power of attorney allows you to document your wishes regarding medical care if you become disabled.

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Living Trust

By planning ahead with a trust, you can shorten the settlement process, and avoid lengthy estate proceedings.

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IRS updates life expectancy tables that determine RMDs

IRS updates life expectancy tables that determine RMDs

by | Nov 13, 2020 | Taxes

If you’ve been saving for retirement, then you likely are as jazzed as I am about a provision of the Setting Every Community Up for Retirement Enhancement Act of 2019, or SECURE Act. This law, which took effect this year, gives all us owners of tax-deferred...