Recent Changes to Retirement Accounts

The law has recently changed regarding tax-advantaged retirement accounts, these changes were included in the SECURE Act, effective January 1, 2020, and the CARES Act, effective March 27, 2020. While the CARES Act has a short-term focus, both are important to understand when managing and planning your finances.   SECURE ACT: The age for required […]

Planning Ahead

When you think about New Year’s resolutions, consider a check up on your legal well-being. Whether you’ve completed your estate plan last year or ten years ago (or have no estate plan), the beginning of a new year is a good time to review your current situation and any recent events which may require updating […]

Ask Yourself These Questions

It’s never too early to start a conversation about your family and the future. As life expectancies and long-term care expenses continue to rise, families must consider how to pay for increased expenses. At Kalil and LaCount, our lawyers help clients create an estate plan that protects your assets, implements your wishes, and avoids a […]

Taking Care of the Details

Overlooking small details can cause big problems, especially when it comes to making sure that your legal affairs are in order. Kalil & LaCount has put together a list of commonly overlooked items to help make sure that you have “taken care of the details.” Updating beneficiaries – People know to update their will or […]