Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act late in December, significantly changing the rules for IRAs. Among the changes in the bill is an increase in the IRA Required Minimum Distribution Age. Under the old rules, an owner of an IRA […]
2020 February
A Revocable Living Trust is a trust designed to provide for yourself and others. You fund a trust with your assets and establish for whom the trust will provide, to what extent, and for how long. But what exactly is a revocable living trust and how do they work? To better understand a revocable living trust […]
Over the years, you’ve probably collected a lot of “stuff”, right? But do you know what you have? Where it’s all located? What’s important? What’s not important? How long do you need to keep it? Use the following as a guideline to help you get and keep your important information personal and family records […]