Jan 27

4 Advantages of Accepting Cryptocurrency As a Payment Option

By Matt Meuli

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it could have big implications for both your retirement and estate planning strategies—and not all of them are positive. Last week, we discussed three of the SECURE Act’s most impactful provisions. Specifically, we looked at the […]

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Jan 27

4 Things Trusts Can Do That Wills Can’t

By Matt Meuli

Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death. However, trusts come with some distinct advantages over wills that you should consider when creating your plan.That said, when comparing the two planning tools, you won’t necessarily be choosing between […]

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Jan 13

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

By Matt Meuli

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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Jan 13

4 Estate Planning Documents No Entrepreneur Should Be Without

By Matt Meuli

Though most entrepreneurs understand the value of effective business planning, fewer are aware of the critical role estate planning plays in their company’s success. Yet considering what would happen to your business upon your death or in the event of your incapacity is one of the single-most important things you can do for your business.Indeed, […]

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