by Jennifer C. Noble | Oct 10, 2019 | estate planning and administration
When people decide to set up an estate plan, they have many options, from creating a will to deciding which type of trust will be the most beneficial for their loved ones. Families who have loved ones with special needs often consider using a special or supplemental...
by Jennifer C. Noble | Jun 13, 2019 | Uncategorized
Creating an estate plan is an essential step to ensuring someone’s assets will be handled according to their wishes. However, while setting out to create an estate plan is a good start, there are a few common mistakes that can derail anyone’s best-laid plans:...
by Jennifer C. Noble | May 27, 2019 | IRA
The most comprehensive changes to private retirement plans in more than a decade are gaining momentum in Congress. A key House committee unanimously passed a bill known as the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), intended to increase...
