Pamela L. GrutmanJan 20, 20204 minSECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement AccountsOn December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act,...
Pamela L. GrutmanJan 6, 20204 minMoney Isn’t Everything in Estate Planning: Passing Your Stories and Values to the Future GenerationMoney may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even...
Pamela L. GrutmanDec 9, 20193 minGift Giving the Tax-Free WayAlthough it’s the season of giving, no one wants to share with the IRS. Luckily, the law provides you many opportunities to give gifts to...