by Lauren | Feb 14, 2022 | Business Executives, Business Owners, Estate Planning, Planning Process, Retirement Planning
Bill is a part-owner and practitioner at a local medical practice, which he and his partner have been running for over 10 years. Bill’s partner has recently become fully disabled and is no longer able to participate in the practice. Although he would like to sell his... 
by Lauren | Dec 31, 2019 | Estate Planning, Retirement Planning, Tax Planning
The end of the year is always a good time to check in on your financial and estate plans, but Congress has given you an extra incentive to do so this year. Congress recently passed the SECURE Act, who’s proponents are hailing it as one of the biggest changes to our... 
by Lauren | Aug 16, 2018 | Estate Planning
Are you in a committed relationship but not married? You have some unique planning considerations when it comes to retirement and estate planning. Let’s go through 5 “must-haves” to protect your partner. (This is not legal advice.) 1. Retirement Account Beneficiaries...