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Revocable Trusts

Guest Blog By: Shelly Donaldson, VP of Business Development, Cumberland Trust We are now in the thick of the holiday season. A time when kids trick-or-treat and then families come together for Thanksgiving, Hanukkah, or Christmas. When most people think … Read More

Highlights of the SECURE Act 2.0

by Jackson Keenan, CFP® – MONTAG’s Director of Financial Planning The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019 and brought many changes impacting retirement planning. On December 23, 2022, the U.S. House of … Read More

Estate Planning in a Pandemic

By Dawn R. Levine, Guest Contributor Nothing gets you thinking of your own mortality like being trapped at home with your own thoughts, with lots of free time and a disease on a rampage around the globe. The Pandemic has … Read More