Verena Meiser
Latest Posts
by Verena MeiserHow the SECURE Act impacts your plan for your retirement accounts. It is a good time to review.
The passage of the SECURE Act left many wondering if their estate planning documents need to be updated. Generally, we do not need to revise your trusts...
by lohmlawPassing Retirement Benefits to a Child with Special Needs: It’s Complicated
Many parents have their retirement savings socked away in 401(k)s and IRAs. So that your beneficiaries do not have to pay taxes on the funds prematurely,...