Category Archives for "Estate Planning"

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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Dec 30

Attorney Taylor Haley Featured In The Brunswick News

By Taylor Haley

Attorney Taylor Haley was featured in The Brunswick News recently. For more information please visit https://thebrunswicknews.com/community_life/gire-host-speaker/article_793e01e0-1367-51ac-a11e-f858a31289d3.htmlProper estate planning can keep your family out of conflict, out of court, and out of the public eye. If you’re ready to create a comprehensive estate plan, contact us to schedule your Family Wealth Planning Session. Even if you already […]

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Dec 30

Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries

By Taylor Haley

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 16

Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 1

By Taylor Haley

With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation that’s been dubbed “The Greying of America.” This population shift stands to affect many aspects of life, especially your relationships with aging parents and other senior family members.By 2060, the number of Americans aged 65 and […]

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