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carol grant irs ira secure act

The Future of IRA and the SECURE Act

The Setting Every Community Up for Retirement Enhancement (Secure) Act upended inherited IRAs for most non-spousal beneficiaries. The 10-year rule for withdrawing from inherited IRAs eliminated the ability to stretch inherited IRAs for these beneficiaries.

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carol grant asset protection

What Is the Best Asset Protection?

Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.

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carol grant estate planning scavenger hunt

Estate Planning Scavenger Hunt

Believe it or not, it is almost time for Back to School shopping, early morning drop-offs, after-school pickups, traffic and so much more. This is the perfect time to think about estate planning before your schedule gets really busy. Trust me, I don’t miss the school zones and the rushing

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carol grant estate planning for seniors

Estate Planning Tips for Solo Seniors

So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.

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