PLEASE JOIN US FOR A DETAILED “NUTS AND BOLTS” DISCUSSION ON THE SECURE ACT AND WHAT IT MEANS FOR YOU AND YOUR CLIENTS. Major Tax Law Change – Secure Act The new Secure Act affects IRAs and 401(k)s. This law went into effect January 1, 2020. Because this is important and affects so many individuals […]

Major Tax Law Change – Secure Act The new Secure Act affects IRAs and 401(k)s. This law went into effect January 1, 2020. Because this is important and affects so many individuals immediately, we are providing a series of free Secure Act presentations at both of our offices. *Lunch will be provided

Major Tax Law Change – Secure Act The new Secure Act affects IRAs and 401(k)s. This law went into effect January 1, 2020. Because this is important and affects so many individuals immediately, we are providing a series of free Secure Act presentations at both of our offices. *Refreshments will be provided

Major Tax Law Change – Secure Act The new Secure Act affects IRAs and 401(k)s. This law went into effect January 1, 2020. Because this is important and affects so many individuals immediately, we are providing a series of free Secure Act presentations at both of our offices. *Refreshments will be provided

Major Tax Law Change – Secure Act The new Secure Act affects IRAs and 401(k)s. This law went into effect January 1, 2020. Because this is important and affects so many individuals immediately, we are providing a series of free Secure Act presentations at both of our offices. *Refreshments will be provided

Major Tax Law Change – Secure Act The new Secure Act affects IRAs and 401(k)s. This law went into effect January 1, 2020. Because this is important and affects so many individuals immediately, we are providing a series of free Secure Act presentations at both of our offices. *Lunch will be provided

Major Tax Law Change – Secure Act The new Secure Act affects IRAs and 401(k)s. This law went into effect January 1, 2020. Because this is important and affects so many individuals immediately, we are providing a series of free Secure Act presentations at both of our offices. *Lunch will be provided

Major Tax Law Change – Secure Act The new Secure Act affects IRAs and 401(k)s. This law went into effect January 1, 2020. Because this is important and affects so many individuals immediately, we are providing a series of free Secure Act presentations at both of our offices. *Refreshments will be provided

It is important to have all your estate planning documents in place and up to date. We will be reviewing your Healthcare Power of Attorney, HIPAA Authorization, Living Will, Medical Orders for Scope of Treatment, and Uniform Organ Donation. We want to make sure that you know who is in charge and has the authority to […]

It is important to have all your estate planning documents in place and up to date. We will be reviewing your Healthcare Power of Attorney, HIPAA Authorization, Living Will, Medical Orders for Scope of Treatment, and Uniform Organ Donation. We want to make sure that you know who is in charge and has the authority to […]

It is important to have all your estate planning documents in place and up to date. We will be reviewing your Healthcare Power of Attorney, HIPAA Authorization, Living Will, Medical Orders for Scope of Treatment, and Uniform Organ Donation. We want to make sure that you know who is in charge and has the authority to […]

It is important to have all your estate planning documents in place and up to date. We will help you evaluate your estate plan with a unique yes/no checklist.  Our goal is making sure that you understand your plan, and you are comfortable with how it applies to you as well as your loved ones. Join […]