The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act. … [Read More...]
WHAT OUR CLIENTS SAY
From the seminar I first attended to the signing of my trust, an excellent experience. The entire staff was friendly and professional. Questions were answered clearly. The entire process of estate planning was painless. I highly recommend the firm for anyone considering creating a trust. Client service was truly exceptional.