Timeless Estate Planning

4 Things Trusts Can Do That Wills Can’t

Both wills and trusts are estate planning documents that can be used to pass ...

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Timeless Estate Planning

The SECURE Act’s Impact On Estate and Retirement Planning—Part 2

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE ...

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Timeless Estate Planning

The SECURE Act’s Impact On Estate and Retirement Planning—Part 1

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE ...

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Timeless Estate Planning

The Tax Cut & Jobs Act Drastically Alters the Tax Consequences of Divorce

The Tax Cuts & Jobs Act (TCJA) made sweeping changes to exemptions, deductions, and ...

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Timeless Estate Planning

Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 2

With more and more Baby Boomers reaching retirement age each year, our country is ...

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