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 affecting retirement accounts in decades. It will have
Estate Planning Attorney
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? 11 years What are
Estate Planning
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 together, you are ahead
baby boomers
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 entered and continue to enter into retirement. As they make
small business succession
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, employees, vendors, and ultimately, your family. For this
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Estate Planning Attorney