Business

James Miskell, Attorney at Law

When it comes to estate planning, the most familiar document is the last will and testament. Most people have a basic understanding that a will allows you to appoint a personal representative (an executor) upon your death and directs that person to distribute your assets as you specify.

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Roger Green, MSFS,CFP®

The SECURE Act (Setting Every Community Up for Retirement Enhancement) (“the Act”), was passed by Congress and signed into law by President Trump on December 20, 2019.  The Act makes some significant changes to Required Minimum Distribution (RMD) rules as related to Individual Retirement Accounts (IRAs) and other retirement plans, in addition to changes in other areas.  This is one of the most comprehensive retirement plan reforms in more than a decade, and this is a brief overview of a few highlights that may be of interest.

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James Miskell, Attorney at Law

You spend a lot of time trying to make life easier for your family. You care for them and try to protect them from trouble and pain.  You know that no one lives on this earth forever.  You know how difficult it is to deal with the death of a loved one and don’t want your family members struggling to wrap up your affairs.  You wish there was a way to look out for them after you are gone. 

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James Miskell, Attorney at Law

It’s that time of year again. Yes, it is New Year’s resolution time. Was making a will one of your unfulfilled resolutions from past years?  Is it on your “to-do” list for 2020?  The good news is that with a modest investment of time and effort, you will be able to check this off your list in just a couple of weeks and you won’t even have to go to the gym to get it done!

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