Secure Act 2023 (Setting Every Community Up for Retirement Enhancement)

David T. Mayes is a CERTIFIED FINANCIAL PLANNERTM professional and IRS Enrolled Three Bearings Fiduciary Advisors, Inc., a fee-only advisory firm 

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END of LIFE Care

Excerpt from the Hammond Law Group newsletter Barbara Bush, who died on April 17, 2018, at the age of 92,

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Trust, Plan, and Verify – Lessons on Estate planning

  Trust, Plan, and Verify By Sharon R. Majetich, MA in Reading & Literacy, MS in Information and Learning Technology. Note

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Money planning – Custodian vs Guardian (Estate planning terms)

Custodian vs. Guardian: What’s the Difference? When developing your will and estate plan, you’ll need to designate various fiduciary roles

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