2022 Update There are times in our life when situations arise making it urgent and essential to have a Health Care Directive, Power of Attorney and maybe a Will. This is certainly one of those times, but how do you accomplish this without spending money you do not have and minimizing contact with others? Here…

The rules for stretch IRAs have changed. That means if you’d hoped to use an IRA to pass your wealth down to future generations, you may need to revisit your estate plan. The Secure Act, which was recently signed into law, places limits on retirement disbursements that mostly kill stretch IRAs. With just a few…

By Valeska Hermanson There are times in our life when situations arise making it urgent and essential to have a Health Care Directive, Power of Attorney and maybe a Will. This is certainly one of those times. Here is what you might need and how you can get it: HEALTH CARE DIRECTIVE: A Health Care…