Wisdom in Wealth

Strategies, Stories, and Lessons Learned Over the Course of 25 Years Helping Families Plan Their Financial Lives

Set It and Forget It...Think Again

POSTED ON March 12th - POSTED IN estate planning, law changes, SECURE Act

By Bill Beynon - Nothing is permanent but change. - Heraclitus There are few things in life that are certain.  However, when it comes to estate planning, two things that are certain are taxes and change.  In my[…]