On January 1, 2020, the SECURE Act became effective, marking big changes to how retirement savings and planning will work going forward. ...

With interest rates dropping, I seem to get more and more clients asking me, “Can I refinance my house once it is in the Trust?” The...

Do-it-yourself Estate Planning services have been rising in popularity for years because of how easy it is to do from home, low costs,...

A life insurance policy is one of the best ways to ensure that your loved ones are taken care of in the event of your death.