Estate Planning

Aug 28, 2025 | Spin on Spending | 0 comments

Talking about what happens after you pass is not the most fun topic, but it is arguably the most important topic for securing your legacy. Estate planning ensures your wishes and goals are fulfilled upon your passing. Your goal may be to simply ensure your loved ones...

Feb 26, 2020 | Spin on Spending | 0 comments

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was grafted onto a government spending agreement in December, and it took effect on January 1 of this year. The new legislation provides several enhancements and tax benefits for more retirement...

Estate Planning

Estate Planning: Securing Your Legacy

The SECURE Act is About Increasing Incentives