303-378-1558
Barbara:
303-850-7308(B)
303-618-4982(C)
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.