by Jason Sechrist | Mar 16, 2023 | estate, retirement
The benefits of tax-advantaged retirement accounts like 401(k)s and IRAs are widely discussed. But don’t overlook your client’s taxable brokerage account. Free from age and income restrictions and other rules that apply to tax-advantaged vehicles, taxable accounts...
by Robert Sechrist | Mar 13, 2023 | estate
No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals. When reviewing your estate plan, how you distribute your assets to your beneficiaries isn’t always a simple...
by Jason Sechrist | Mar 2, 2023 | estate
A complete, up-to-date plan will spare your loved ones pain and expense Estate planning is hardly the cheeriest of topics. You determine how your money and property will be handled, who will raise any minor children you have, and who will make health care and...
by Robert Sechrist | Feb 27, 2023 | estate
An appointment with your estate planning attorney can address any holes that have developed and ensure everything is in place The new year is a good time to reflect on what’s important to us and commit to making ourselves and our world better. Whether we make...
by Jason Sechrist | Jan 12, 2023 | estate
The holiday season is a time of family and reflection as we all are a year older. For the children of older parents there is also a question of how well their parents are able to manage their assets. This especially true when one or both parents are the founders of a...
by Jason Sechrist | Dec 8, 2022 | estate
If you have a will or trust, congratulations. But you’re not done with estate planning. Hardly a week goes by without news of a celebrity who died without a will, fracturing families and enriching their attorneys. Maybe you’re smarter than that. You have a will and...
