The SECURE Act: How Does It Affect Your Retirement Accounts?

by operations@takeaimwebdesign.com | Jan 10, 2020 | Estate Planning Tips, Uncategorized

The SECURE Act: How Does It Affect Your Retirement Accounts? On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation...

2019 Top Estate Planning Attorney

by operations@takeaimwebdesign.com | Apr 4, 2019 | Estate Planning Tips

I was recently honored to be chosen by St. Louis Small Business Monthly as one of their Top Estate Planning Attorneys for 2019.  Below is the piece that I provided discussing estate planning for small business owners and a link to the publication. Years of experience?...

How to Fix 5 Common Estate Planning Problems

by operations@takeaimwebdesign.com | May 16, 2018 | Estate Planning Tips

How to Fix 5 Common Estate Planning Problems Not surprisingly, most people loathe reviewing their estate plan because it can be both confusing and daunting. Others do not want to think about death and avoid the topic altogether. If you already have put an estate plan...

Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves

by operations@takeaimwebdesign.com | Mar 28, 2018 | Estate Planning Tips

Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves Baby boomers – the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes those born between 1946 and 1964, have...

Small Business Owner? Know What Can Happen to Your Business If You Become Incapacitated or Pass Away

by operations@takeaimwebdesign.com | Mar 7, 2018 | Business Law, Estate Planning Tips

Small Business Owner? Know What Can Happen to Your Business If You Become Incapacitated or Pass Away  Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted, harming your customers,...

After Tax Reform, Is Estate Planning Still Necessary?

by operations@takeaimwebdesign.com | Feb 8, 2018 | Estate Planning Tips

After Tax Reform, Is Estate Planning Still Necessary? The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples. The increase means that an exceedingly small number of estates (only about 1,800,...