Tag Archives for " best estate planning "

Jan 13

The SECURE Act’s Impact On Estate and Retirement Planning—Part 1

By Joe Pujol

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades.Indeed, the changes ushered in by the SECURE Act have dramatic implications for both your retirement and estate planning strategies—and not all of them are positive. While the […]

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Dec 30

Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries

By Joe Pujol

Investing in life insurance is a foundational part of estate planning. However, when naming your policy’s beneficiaries, there are a number of mistakes you can make that could lead to potentially dire consequences for the very people you’re trying to protect and support. The following four mistakes are among the most common we see clients make […]

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Dec 16

Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 1

By Joe Pujol

With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation that’s been dubbed “The Greying of America.” This population shift stands to affect many aspects of life, especially your relationships with aging parents and other senior family members.By 2060, the number of Americans aged 65 and […]

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Dec 09

5 Steps For Adding Digital Assets To Your Estate Plan

By Joe Pujol

Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes to estate planning. If you haven’t planned properly, for example, just locating and accessing all of your digital assets can be a major headache—or even impossible—for your loved ones following […]

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