Estate & Legacy, Retirement, Taxes
A recent post from Jamie on his WealthAdviceMadeSimple blog regarding the SECURE Act. Setting Every Community Up For Retirement Enhancement (SECURE) Act was recently signed into law by President Trump in December and offers a meaningful impact for retirement legislation. A more extensive overview of the law’s provisions can be found here, but for purposes…
Are you still trying to finalize your charitable giving for the year? Is it even more confusing when you are not sure how the new tax legislation might impact the deductibility of your gift? There is no question the new tax legislation will impact how you might treat your charitable gifts this year. For…
Jamie Menges was recently interviewed by the Wall Street Journal to discuss how families sometimes struggle to close an estate of a recently deceased loved one. The experience of PDS is that this is as much about helping families who are personally mourning the loss of a loved one as it is completing a task…
