Estate planning is a lot more than filling out forms.

Do your beneficiary designations on your financial accounts and retirement accounts reflect your current wishes?

A revocable trust offers you many potential benefits; However, unless your revocable trust is “funded,” it will be of little value.

The SECURE Act does include exceptions to the 10-Year Payout Rule for inherited IRAs and 401(k)s.

The SECURE Act is a comprehensive bill that could have significant implications as to your retirement and savings.