The SECURE Act has changed the way beneficiaries inherit money from IRAs. If you’re a beneficiary or are trying to set up your beneficiary for success, what does this change mean for you?

This handy financial checklist can help widows and widowers determine which tasks to tackle first when losing their loved ones.

Do you have a plan in place to care for your loved ones as they age? This post covers the reasons why elder law is really elder care, and the extensive service that Tully Law, PC offers our aging population, which goes beyond traditional estate planning by supporting clients and caregivers as needs shift with age.

Are you in your second marriage and wondering how to cover all the bases in your estate plan? Here are tips from our guest, Steven Adler, about estate planning issues faced by couples in their second marriage and how to solve them.

Here's how you can build your ideal financial plan using our four pillars: mindset, strategy, tactics, and progress. These are the key elements that make up the Complete Financial House process that we implement with clients.

We're more than halfway through 2018! Here's an in-depth look at the five financial areas to check at mid-year mark. From making adjustments after a salary increase, to making the most of the new tax law, in this post, we cover everything you need to know to ensure your finances are working for you, and helping you stay on track for 2018 and beyond.