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.

Many people believe that they should only start to worry about their estate planning at retirement. However, there are many life events...

Being the dad of two young boys, I often meet new parents while attending birthday parties, school events, and play dates at the park. ...