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Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!
Jun 10

2019

Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!

If you have estate planning documents, an important item to add to your calendar is getting a regular estate plan checkup.  Don’t Have an Estate Plan?  If you don’t already…

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Caution: Creditors Have Easy Access to Inherited Retirement Accounts
May 23

2019

Caution: Creditors Have Easy Access to Inherited Retirement Accounts

Do you have IRAs or other retirement accounts that you plan to leave to your loved ones?  If so, proceed with caution. Unlike personally owned retirement accounts, inherited retirement accounts…

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3 Liability Planning Tips for Physicians
May 10

2019

3 Liability Planning Tips for Physicians

You probably know that the practice of medicine is a profession fraught with the risk and need for liability planning.  It’s not just medical malpractice claims either (although those are…

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Changes to ABLE Savings Accounts You Should Know
Apr 23

2019

Changes to ABLE Savings Accounts You Should Know

If you have a loved one with disabilities, you may be familiar with “ABLE” accounts. Authorized by Congress in 2014 under the Achieving a Better Life Experience Act, ABLE accounts are…

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