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SECURE Act: Stretch Inherited IRA Replaced with 10 Year Rule

“SECURE Act: Stretch Inherited IRA Replaced with 10 Year Rule” By Jess Bolen The SECURE...

Estate Planning Start to Finish: One Couple’s Experience

“Estate Planning Start to Finish” video...

How to Protect Yourself and Your Loved Ones from Financial Elder Abuse

In July 2018, a judge granted a restraining order to protect comic-book creator Stan Lee and his...

Funeral Crowdfunding Is Not the Answer; Funeral Planning Is

Crowdfunding has made its way deep into the social consciousness. These online group fundraising...

Preparing for the Unexpected: What Happens to Your Kids if Something Happens to You?

At age 53, Pennie Krietemeier and her husband Randy Krietemeier did not expect to be raising a five...

Estate Planning and Succession Planning: Helping to Pass Along a Family Business’ Values as well as Assets

Family-owned businesses are the backbone of the American economy, accounting for 64 percent of U.S....
Tax Changes and Estate Planning

Tax Changes and Estate Planning

How the Recent Tax Changes Impact Your Estate Planning Estate planning is something that many...

Avoiding the Mess: Why Estate Planning is Essential for Blended Families

“Avoiding the Mess” The winter months, in addition to being a cold, grey slog, have the...
Creating a Legacy of Gifting

Creating a Legacy of Gifting: Charitable Giving in Estate Plans

The holidays are that time of year when family members, often from far and wide, come together to...