“Very little is needed to make a happy life; it is all within yourself, in your way of thinking." - Marcus Aurelius … [Read more...] about Thought of the Day
How to Navigate the Probate Process
The legal system can be overwhelming to navigate while grieving the loss of a loved one. Having a basic understanding of the probate process can make the journey less stressful. In this article, we will provide a general overview of probating a testate estate (where there is a Will): 1. Locate the Will: After the deceased passes away, locate the deceased's original Last Will & Testament, which states the deceased's wishes regarding the distribution of assets. 2. Seek Legal … [Read more...] about How to Navigate the Probate Process
Thought of the Day
“Everything has beauty, but not everyone sees it." - Confucius … [Read more...] about Thought of the Day
Estate Planning for Millennials
Estate planning isn't reserved for the older generations. Millennials are going through many pivotal life events – marriage, children, home purchases, and career advancements. Pivotal life events necessitate a review of your estate plan. Estate planning is an act of love and responsibility to oneself and loved ones. In particular, consider the following: 1. Estate Planning Isn’t Just for the Wealthy. Many millennials mistakenly believe that estate planning is only for those with significant … [Read more...] about Estate Planning for Millennials
Thought of the Day
“Be happy for this moment. This moment is your life." - Omar Khayyam … [Read more...] about Thought of the Day
The SECURE Act – The Gift That Keeps On Giving
The Setting Every Community Up for Retirement Enhancement Act of 2019 (more commonly known as the SECURE Act) altered the landscape for IRAs significantly. In early 2022, just when advisors gained a comfort level with the SECURE Act, the U.S. Treasury Department issued Regulations requiring required minimum distributions ("RMDs") under the 10-year Rule in years 1-9. Then, after realizing that many individuals were unaware of the new requirements, the I.R.S. issued Notice 2022-53 suspending the … [Read more...] about The SECURE Act – The Gift That Keeps On Giving
Thought of the Day
“It always seems impossible until it’s done." - Nelson Mandela … [Read more...] about Thought of the Day
Estate Planning and Divorce: Protecting Your Interests
Divorce is a complex process that not only unravels the emotional tapestry of a marriage, but also necessitates a reevaluation of financial and legal entanglements. One significant area that requires attention during and after a divorce is estate planning. If not addressed promptly, an outdated estate plan can inadvertently benefit an ex-spouse, potentially leaving one's actual intended beneficiaries in a compromised position. Here's a guide to navigating estate planning during and … [Read more...] about Estate Planning and Divorce: Protecting Your Interests
Thought of the Day
“Difficult and meaningful will always bring more satisfaction than easy and meaningless." - Maxime Lagacé … [Read more...] about Thought of the Day
Thought of the Day
Believe you can and you’re halfway there." - Theodore Roosevelt … [Read more...] about Thought of the Day





