AuthorJan 16, 20201 minChanges to your retirement planningHighlights Of The SECURE Act 1.) Required Minimum Distributions (RMDs) Will Start at Age 72, Not Age 70½ 2.) You Can Contribute to Your...
AuthorDec 26, 20192 minHoliday Gatherings Often Reveal Changes in Aging Family Members“It’s a common occurrence. Far flung family members return home to visit elderly relatives for the holidays. Upon arrival, they notice...
AuthorDec 24, 20192 minCan My Estate Plan Include Illiquid Assets, Like Real Property and Ownership Interests?“No good estate plan can afford to ignore the other assets, the ones called ‘illiquid.’ That category includes anything that can’t...
AuthorDec 23, 20192 minMicrosoft’s Co-Founder Paul Allen’s Billions Estate“Paul Allen intended to give away the majority of the $20 billion-plus fortune he accumulated as Microsoft co-founder, technology...