All Posts by Taylor Haley

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About the Author

My goal is to be your trusted advisor who helps you make the very best personal, financial, and legal decisions for your family throughout your lifetime. I want to help you not just now, but also when you can’t be there so that I can help guide your loved ones through a difficult process.

Feb 10

False Security: Is Your Will Legally Valid?

By Taylor Haley

A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legally valid, those wishes might not actually be carried out, and instead the laws of “intestate succession” would apply, meaning that the state decides who gets your stuff, and it’s very likely not to be who […]

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Jan 27

4 Things Trusts Can Do That Wills Can’t

By Taylor Haley

Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death. However, trusts come with some distinct advantages over wills that you should consider when creating your plan.That said, when comparing the two planning tools, you won’t necessarily be choosing between […]

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Jan 13

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

By Taylor Haley

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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