By: Becky Eason

Not many people enjoy thinking about the end of their lives, let alone planning for it. Even though estate planning isn’t a “fun” topic it’s something that is critical for everyone to plan for. It’s never too early to start planning.

By Kate Welker, CFP®

What can you do to protect yourself and those you care about from risks to finances and decision making as you age?

Estate planning can sometimes come across as a section of planning that is completed later in life after retirement has begun and “it’s time” to start thinking of life’s next stage. Au contraire, estate planning is a part of one’s portfolio that deserves equal attention pre and post the date of retirement. The time is now! As net worth, investments, personal property, real estate, relationships, and other intrinsic items change in status, value, and possession over the years, it is important to consistently update (or begin creating) your estate planning documents.

Below are some introductory terms for those stepping into the estate planning process

At the very end of 2019 the SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019 was signed into law.  It gave this weeks blog author and Financial Planner, Amy Irvine, CFP®, EA, MPAS®, CCFC, flashbacks to the 2017 tax law changes that happened at the very end of the year. There are a lot of little nuggets in this Act, below is our interpretation of the Good, the Bad, and the Weird …