by Michele D. Gartland | Mar 25, 2022 | Uncategorized
For many people, their retirement savings is one of their largest assets, and the rules for how these assets are passed to beneficiaries has changed significantly with the passing of the SECURE Act at the end of 2019. An IRA or 401(k) typically does not pass through...
by Michele D. Gartland | Jun 2, 2021 | News and Opinion
We love meeting with clients to execute their estate plans. Clients have a well-deserved sense of accomplishment that they’ve asked the hard questions, made the right decisions, and now have a plan in place. They have peace of mind that their family will be provided...
by Michele D. Gartland | Jun 2, 2021 | News and Opinion
This past year has been a year like no other, but in spite of what’s been going on, life has gone on too, and there may have been big events in your life – the buying of a new house, the birth of a child, becoming a grandparent (for the first or tenth time), a move to...
by Michele D. Gartland | Dec 2, 2020 | Uncategorized
By Michele Gartland While election results are in, as of this writing they are still being contested and much in terms of tax policy remains uncertain. Any changes may hinge on the composition of the Senate which is subject to the two Georgia runoff races in January....
by Michele D. Gartland | Jul 15, 2020 | Uncategorized
We’ll talk about it another time. I don’t know where to begin. We’re not wealthy enough to need one. Those are just a few of the reasons why family members often put off conversations about estate planning. In fact, the prevalence of estate planning has trended in the...
