As we enter the new school year with so much uncertainty, it is even more critical to make sure your college-aged children are prepared for anything. The last thing your student is thinking about is an estate plan, however, these documents are necessary in an...
Content By Erika F. Apelis
CARES Act RMD Rollovers – You Have Six Weeks Left!
In late March of 2020, the CARES Act was enacted in response to the Coronavirus pandemic. This law made a critical change for individuals receiving a Required Minimum Distribution (RMD) from a defined contribution plan such as an IRA, 401(k) or 403(b) plan......
Estate Planning for Influencers
Instagram, Facebook, Twitter, LinkedIn, YouTube and TikTok – influencers are using these social media platforms in the approximately $10M influencer industry. By 2022, this industry is expected to rise to approximately $15M. Influencers do not hold traditional jobs or...
Take Control of Your Future: Estate Planning for All
A recent poll by Edward Jones has uncovered an alarming statistic: 64% of individuals or families working with a financial advisor have not discussed an estate plan with a professional. At the same time, the poll also found that approximately 77% of individuals...