Jan 13

The SECURE Act’s Impact On Estate and Retirement Planning—Part 1

By Amy Hsiao

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades.Indeed, the changes ushered in by the SECURE Act have dramatic implications for both your retirement and estate planning strategies—and not all of them are positive. While the […]

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Jan 13

You’re invited to our latest “Lunch and Learn” event

By Amy Hsiao

Businesswomen often have to juggle between their business, family, and children. How do you keep the balance between your business and family while protecting your assets?  Join us on Thursday, January 23 at our “Lunch and Learn” educational seminar to find out. After attending, you’ll walk away with tips every businesswomen/owner should know.   This event will be […]

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Dec 30

Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries

By Amy Hsiao

Investing in life insurance is a foundational part of estate planning. However, when naming your policy’s beneficiaries, there are a number of mistakes you can make that could lead to potentially dire consequences for the very people you’re trying to protect and support. The following four mistakes are among the most common we see clients make […]

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Dec 26

Happy Holiday Season 2019

By Amy Hsiao

Happy Holidays from our team to your family! We hope that you and yours are able to spend lots of quality time together while you enjoy the great holiday meals and festivities that are sure to come. As always, if you have any questions for us, don’t hesitate to react out. We are here to […]

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