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The SECURE Act
The SECURE Act

Somewhat surprisingly, Congress has very recently passed some significant legislation affecting Retirement Plans that the President is expected to sign-commonly referred to as the SECURE Act . The new Act is designed to be effective January 1, 2020 . This is essentially the ...

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Recent Posts
  • The SECURE Act

    Somewhat surprisingly, Congress has very recently passed some significant legislation affecting Retirement Plans that the President is expected to sign-commonly referred to as the SECURE Act . The new ...

    Read More
  • When to Start Estate Planning

    Estate planning is the process of arranging for the management and disposal of your estate and assets during your life and after you pass away. Estate planning encompasses everything from wills and ...

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  • Can Estate Planning Include an Unmarried Partner?

    Estate planning encompasses various legal documents and processes that ensure your wishes are fulfilled after you pass away. Wills, trusts, and powers of attorney are all part of the estate planning ...

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  • Hurricane Florence Scam Alert!

    As the impact of Hurricane Florence continues to impact our home state of North Carolina and our sister state South Carolina, the IRS, FTC, and FINRA have issued warnings about potential scams that ...

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  • The Veteran's Administration has announced a policy change that will soon affect all older veterans and/or their widowed spouses!

    The Veteran’s Administration has announced a policy change that will soon affect all older veterans and/or their widowed spouses! Please read on… On October 18, 2018, the VA is instituting rule ...

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  • Myth 2: Disagreements in Estate Planning… Do I Have a Voice?

    Fashion designer Oscar de la Renta died in 2014 at age 82. He left one son, Moises de la Renta. He also left behind his second wife, Annette, and her three children from a prior marriage. One might ...

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