Now more than ever, conversations with friends, families, and strangers are different. It is hard to avoid polarizing subjects during our daily interactions. The chats can be dicey and trying to avoid sensitive subjects can be challenging. However, there has never been a better time to capitalize on the estate planning conversation.
A few years ago, we previewed estate planning technology and the variety of options that were available to those professionals who offer estate planning to their clients. It is always important to keep up with latest software options. Since estate planning is a specialty in many professions, it is imperative to first understand what software platform best serves yours and your clients’ needs.
Estate Planning revisited for the SECURE ACT
If you haven’t heard, the SECURE Act was placed in the spending bill that should be signed into law shortly. While there are many provisions that affect financial and retirement planning, the tax driver in the bill is the elimination of the “stretch IRA.” Since there are so many benefits for retirement, the Government had to pay for it in some ways.
We have all heard the term, “API” and some of us actually know what the acronym stands for. It is a term that every professional learns when using technology. API’s are supposed to make everyone’s life easy, moving data from one system to another with the click of a button. When everything works perfectly, it is one of the most beautiful aspects of technology.
Scott Huff 1 | Dec 12, 2018
Employ these during your next client meeting to make sure the basics are in order.
WESTLAKE, OHIO (PRWEB) DECEMBER 04, 2018
InterActive Legal’s best in class document drafting solution and Yourefolio’s comprehensive estate and legacy planning platform are fully integrated. The integration is now available to estate planning attorneys utilizing InterActive Legal’s document drafting system.
I couldn’t personally understand such a tragedy when I heard about this story. It’s a wakeup call to all parents about the immediate need for the guardianship designations and other protections for their children. As a parent, grasping this story in incomprehensible. It makes me think about the responsibility to my children. The moment my wife and I decided to have children we took on a new responsibility. We owe it to our children to make sure we honor this responsibility as parents. It hits home when I think about the procrastinators in this world, including me.
