by Trish Butcher | Mar 3, 2021 | Estate Planning, Personalized Estate Plan
Within the past year, a combination of new legislation (SECURE Act) and the recent change of leadership in the White House and Congress stands to dramatically increase the income taxes your loved ones will have to pay on inherited retirement accounts as well as...
by Trish Butcher | Feb 16, 2021 | Asset Protection, Estate Planning, Personalized Estate Plan
Joe Biden has been elected President, and no matter who you voted for on November 3rd, you need to start considering the potential legal, financial, and tax impacts the change of leadership might have on your family’s planning. And as you’ll learn here, there are a...
by Trish Butcher | Feb 15, 2021 | Asset Protection, Estate Planning, Personalized Estate Plan
Joe Biden has been elected President, and no matter who you voted for on November 3rd, you need to start considering the potential legal, financial, and tax impacts the change of leadership might have on your family’s planning. And as you’ll learn here, there are a...
by Trish Butcher | Feb 1, 2021 | Estate Planning, Personalized Estate Plan
Are you moving to a new state? It may be time to update your estate plan if so! Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to another state, you should definitely have your existing plan reviewed by an estate...
by Trish Butcher | Jan 27, 2021 | Asset Protection, Estate Planning
With people living longer than ever before, more and more seniors require long-term healthcare services in nursing homes and assisted living facilities. However, such care is extremely expensive, especially when it’s needed for extended periods of time. This is where...