Estate Planning

Avoid Probate & Income Tax

September 8, 2020

The SECURE Act changed the rules for distributing assets from an inherited Individual Retirement Account (IRA) upon the death of an IRA owner.

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Paul and Virginia Miller Society

December 16, 2019

We understand. Planned giving seems complicated and can involve some emotional questions. Let us help put the pieces together.

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The View from Here

December 16, 2019

Make a commitment to do something to protect all of the most sacred things on that list. It may be gathering all your important documents and account lists into single, safe place. It may be to set that initial appointment with your estate planning attorney or financial advisor. It could be something as simple as a conversation with your spouse or children. Make a promise to yourself that you will do something to communicate to those in your life the things about which you are truly passionate.

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The View From Here

September 6, 2019

We also know it’s risky to make rash financial decisions based only on emotion. Fortunately, there’s a happy medium. I’m urging you to
take a moment today to commit to one action that will ease your mind about the future.

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Planning your Legacy

March 1, 2019

An old Chinese proverb says that the best time to plant a tree is twenty years ago, and the second-best time is today. If you didn’t take inventory of your assets and plan your legacy twenty years ago, you are not too late. The second-best time to do it is today. Even if you did,…

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