by Robyn | Feb 28, 2022 | Estate Planning
Daily money managers are an integral part of a client’s financial team. Helping to settle estates is one example of how these professionals collaborate with clients’ attorneys, accountants, and financial planners to attend to the many details of the probate process....
by Robyn | Mar 3, 2020 | Estate Planning, General, Retirement
The following is a guest blog from Attorney Jennifer Luitjens, Esq., a partner at Jarrett & Luitjens Estate and Elder Law. There is no doubt that the SECURE Act of 2019, signed into law on December 20, 2019, as part of the spending package, revolutionizes the...