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Secure Act: IS CHANGE COMING TO YOUR RETIREMENT PLAN?

In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement Act” (known as the SECURE Act) by a 417-3 vote. The bill is headed to the United States Senate. What are the highlights of the SECURE Act

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USPTO Increases Brand Protection For CBD Products

Just a quick check-in on cannabis, both marijuana and hemp, regulatory law. This article touches on cannabis brand protection and a recent development in the United States Patent and Trademark Office (USPTO) that relaxes its prior strict approach to

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How Data Privacy Has Changed Since the GDPR Took Effect

It’s been just about a year since the European Union’s General Data Protection Regulation (GDPR) took effect amidst a flurry of predictions that the global data privacy landscape would dramatically change. So, has it? Well, not quite… yet, anyway.  

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Estate Planning Basics: Springing vs. Immediate Powers of Attorney

Part 3 of a series breaking down the process of helping clients set up Powers of Attorney for finances by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.

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ESTATE PLANNING BASICS: RISKS TO CONSIDER WHEN ESTABLISHING A POWER OF ATTORNEY

Part 2 of a series breaking down the process of helping clients set up Powers of Attorney for finances by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps and get the plan moving.

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ESTATE PLANNING BASICS: What is a Power of Attorney and When Do You Need It?

Part 1 of a series breaking down the process of helping clients set up Powers of Attorney for finances by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving. 

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ESTATE PLANNING 101: making changes to the will: what's a codicil?

Part 7 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enablingthe adviserand client to take the necessary steps, and get the plan moving.

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ESTATE PLANNING 101: choosing your executor - Family Dynamic, Ability, and Inclination

Part 6 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.

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ESTATE PLANNING 101: minors and parents as beneficiaries

Part 5 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps and get the plan moving.

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ESTATE PLANNING 101: Should property pass equally? what is fair?

Part 4 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps and get the plan moving.

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