| Asset Protection, by Linda Cammuso, Estate and Trust Administration, Estate Planning, Retirement Planning, Special Needs & Disability Planning, Trusts, Wills
When people first meet with an estate planning attorney, one of the first questions they often ask is, “What kind of trust do I need?” The answer is that there isn’t a one-size-fits-all. Choosing the right trust is about matching goals — whether that’s asset...
| by Linda Cammuso, Estate Planning, Retirement Planning, Tax Planning for Individuals
Tax season is one of the best times to review and update your estate plan, as this period creates a natural opportunity to ensure your plan is still accurate.
| by Brendan King, Legislation, Retirement Planning
By Brendan J. King The Setting Every Community Up for Retirement Enhancement (SECURE) Act is a bipartisan retirement bill that went into effect on January 1, 2020. The law contains many favorable provisions for retirement account owners, including removing the age...
