Blog

Money with calculator

How to “SECURE” Your Retirement Savings

Michael Kling  |  September 13, 2019

Earlier this summer, the House of Representatives nearly unanimously passed the Setting Every Community Up for Retirement Enhancement Act, aka the “SECURE Act.” This legislation proposes some of the biggest changes to retirement savings plan legislation since the 2006 Pen...

Continue Reading
Heir spelled out in blocks

Protect Against Unintentionally Disinheriting Children

Michael Kling  |  August 15, 2019

We hope you all know that parents are not required to leave their children an inheritance. Doing so, however, is a common goal and can be an integral part of family connections across generations. Our desire to pass on wealth, family treasures, a...

Continue Reading

The Value of Organizing Your Important Documents

Michael Kling  |  July 17, 2019

As we like to say, a great value of estate planning is “giving you the peace of mind you deserve.” Knowing your estate is set up to protect you and your loved ones at a difficult and vulnerable time should give you that peace. Keeping and organizing the information you ga...

Continue Reading
Red arrow and padlock

Keeping the Protections of an Asset Protection Trust

Michael Kling  |  June 16, 2019

If you are in the fortunate position to have, or to be considering, an asset protection trust, a new court case from Texas identifies the importance of respecting trust conventions if you want to keep the protections of an asset protection trust.

If you have read our articles before, you know we believe in what we do. Although you might see it as a bit boring, helping people plan what happens to their estates is incredibly rewarding. In our view, planning and making decisions about your future will give you peace ...

Continue Reading