Category Archives for "Estate Planning"

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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Dec 30

Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries

By Matt Meuli

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 23

Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 2

By Matt Meuli

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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