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The SECURE Act
The SECURE Act

One of the most impactful pieces of legislation affecting retirement accounts in decades was signed into law on December 20, 2019 at the eleventh hour of the legislative year. The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) became effective on ...

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Blog posts in Newsletter

  • End of Year Review

    It is that time of year again; time to reflect on where you have been and where you are about to go. It is also a prime opportunity to review your ...

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  • Ten Problems with Your Estate Plan and How to Fix Them Problem # 10: Your Plan Will Not Work

    How much time, effort, and expense should be dedicated to your estate plan? The answer to this question can really run the gamut from no consideration ...

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  • The Ten Biggest Problems with Your Estate Plan and How to Fix Them Problem #9: Your Situation Is Totally Different

    Most estate planning ads feature a smiling family with a senior couple surrounded by their children and grandchildren. These stock photos can backfire ...

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  • The Ten Biggest Problems with Your Estate Plan and How to Fix Them. Problem #8: Spike (Your Idiot Son-in-Law)

    To start, let’s be clear, not everyone has an idiot son-in-law (“Spike”) or a horrible daughter-in-law. In fact, most of our in-laws are fantastic ...

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  • Ten Problems with Your Estate Plan and How to Fix Them. Problem #7: Some Beneficiaries Can’t (or Shouldn’t) Manage Their Own Money

    When designing your estate plan, you will answer many, many questions. The question first and foremost in the mind of most folks is – Who will inherit ...

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  • Ten Problems with Your Estate Plan and How to Fix Them Problem # 6: Medical Decisions

    Although we don’t always like to talk about our death, this is an event most would agree is inevitable. The certainty of death is probably what ...

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  • The Ten Biggest Problems with Your Estate Plan and How To Fix Them

    Problem #4 - What Happens in Your Incapacity Most people will be affected by incapacity during their life, either their own incapacity or the ...

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  • The Ten Problems With Your Estate Plan And How To Fix Them. Problem #3: Issues Surrounding Probate

    Today we are going to talk about probate – what it is and, perhaps more importantly, how to avoid it. The reasons to avoid probate will become clearer ...

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  • The Ten Biggest Problems With Your Estate Plan And How To Fix Them

    Dear JGB friends: For a while now, I have wanted to outline the biggest problems we see come into our office and to provide solutions to those issues. ...

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