estate planning
Estate Planning Top 6 Documents
Estate Planning may appear frightening and complicated. While it may not seem urgent to put an estate plan in place while you are alive or healthy, you want to protect and plan in your financial best interests. The stress of indecision could put unnecessary pressure on your family during an already difficult time. Not having […]
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Aventine SmartVault
We are always looking for new ways to improve our services and enhance your client experience. In 2019 we added electronic DocuSign technology to our practice for all client paperwork. In stride with that commitment we have now added a secure document storage and file sharing solution called Aventine SmartVault to our firm’s resources. Why Aventine SmartVault? 1. Accessibility: […]
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The SECURE Act: How will it affect me?
The SECURE Act, an acronym for the “Setting Every Community Up for Retirement Enhancement,” was approved by the House of Representatives in May 2019, but stuck for months in the Senate until supporters pushed for the bill to be included in the must-pass year-end 2019 package. Since its passage, the media and financial world have […]
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Special Needs Trusts: What They Are and Who Can Benefit from Them
Estate planning is an essential part of any complete financial plan, but having one becomes even more critical when that plan must provide for the financial security and care of a disabled child who otherwise cannot provide it for him or herself. Special needs disabilities can range from children with severe autism, cerebral palsy, down […]
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