Rachel

In response to the SECURE Act, the provisions of ElderDocx have been updated. Today we released new retirement-account accumulation-trust provisions to account for changes made by the SECURE Act that went into effect on January 1, 2020. There are no new options in the interview,…

20% off March and April LAB @ Denver Events* Use code: PRESIDENTSDAY2020 No limit. Join us for one or all four! Register early! Space is very limited for each event to ensure all The LAB @ Denver guests receive a personalized, one-on-one experience. To receive full…

Due to the popularity of this week's webinar New Opportunities Under the SECURE Act, we are hosting an encore presentation on February 28! 2:00-3:00 p.m. ET: ENCORE! (Original Webinar Rebroadcast) How will your planning and drafting change under the new SECURE Act provisions? What opportunities…

One of the best ways to generate new clients for your business is to host a seminar or event. You can attract referral sources, families and care facilities quickly and have a captive audience of ideal clients in front of you. During this interactive workshop,…

The recording and materials are available in the video library from last week's webinar Planning Opportunities for Wartime Veterans. In this webinar Val discussed planning opportunities under the new VA rules. Take your knowledge regarding Veterans pension planning to the next level and join us…

You and your practice deserve some TLC – it’s time for a retreat where you can focus on you and your practice without distractions! We’ve thrown in some fun activities (think chair massages while sipping a glass of wine) to help give you that spa…

We are closely analyzing the new SECURE Act provisions as they relate to retirement accounts. For now, you will see warnings in ElderDocx when you are working with trust provisions that involve retirement assets. Once we have fully analyzed the appropriate provisions and their effect on…