evans and davis badge
SECURE Act
Estate Planning

How the SECURE Act Affects Your Retirement Account

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. This Act is the most impactful legislation affecting retirement accounts in decades. It will have...

Continue Reading
Productivity tips
Estate Planning

Productivity Tips for the New Year

Are you feeling bogged down in a swamp of clutter, deadlines, and incomplete tasks? As we draw closer to the end of the year, make it your goal to do a few simple things over the course of a day...

Continue Reading
Medical Power of attorney
Estate Planning

What Your Agent Under Medical Power of Attorney Needs

A medical power of attorney is a crucial part of your estate plan that enables you to name a trusted person to make healthcare decisions for you if needed. It is essential for the person you name to have the...

Continue Reading
Bankruptcy
Estate Planning

Effect of Bankruptcy on Estate Planning

What happens to your estate if you file for bankruptcy protection, but die while still in bankruptcy? What if one of your beneficiaries is in bankruptcy or is likely to be soon?

Continue Reading
4 5 6 7 8 9 10 11 12 13 14