Common Estate Planning Mistakes, Estate Planning, Planning for Special Circumstances

Your Estate Plan May Need To Be Tweaked: The SECURE Act Has Passed

Rania Combs discusses how the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) may require changes to your estate plan.

Common Estate Planning Mistakes, Estate Planning

Should I Name My Executor As The Beneficiary of My Financial Accounts?

I received an email from a client over the weekend that alarmed me. So much so that called them on a Sunday afternoon to make sure remedial…