legacy

When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the…

In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and…

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it…

Following the death of the policy holder, how proceeds from a life insurance policy are paid to the beneficiary (or…

When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the…