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Heart Home Family Financial Estate Planning

How the SECURE Act Affects Your Retirement & Estate Planning

In late December 2019, President Donald Trump signed into law the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). Many of the changes...
Estate Planning Tablt Coffee Charts Reserach Finances

Estate Planning for Millennials – How to Get Started

If you were born in the latter part of the 20th century, you're part of the largest generation of Americans in history: millennials. And...
Understanding Power Of Attorney

What Is Power of Attorney & How to Get It –...

A power of attorney, often abbreviated as POA, is a document allowing capable adults to name someone to serve as their representative, or allow...
Make A Will Notebook Keyboard Pen Sketch

What Is a Will and Why Do I Need One?

It’s easy to make excuses for not creating a will, but it’s a vital legal document most people need to have. Thankfully, it’s not as expensive or time-consuming as you might think. What can a will do for you, and why should you create one today? Find out here.
Estate Planning Dog

What Happens to Your Pets When You Die? – Estate Planning...

Are you planning your will and estate? Do you want to ensure your pets are taken care of if something happens? These tips will help you understand the basics of estate planning, including what you need to know about wills, trusts, and powers of attorney for your pets.