Author Archives: Missy
How the Secure Act Affects You
The “Setting Every Community Up for Retirement Enhancement Act of 2019” aka the “SECURE ACT” has made some significant changes to retirement planning and estate planning. Although there have been changes which will require you to consult your financial planner and your estate planning attorney, the fundamentals of these two practices will remain the same. […]
The POWER of a Power of Attorney
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Thanksgiving: Turkey, Pie, & Awkward Discussions about Estate Planning
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Planning for Beneficiaries with Special Needs
People with special needs enrich our lives in so many ways. While not every client of our firm has a family member with special needs, those that do understand how important these individuals are and why they need to be protected. Whether a family member has a disability that prevents him or her from interacting […]
4 Legal Tips for Halloween
Keep your "Boo!" from turinging into a "Boo-hoo." Here are 4 surprising legal tips you need to know about Halloween to keep yourself and your kids safe and out of legal trouble.