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Have Unused 529 College Savings? Roll Them Into a Roth in 2024

Have Unused 529 College Savings? Roll Them Into a Roth in 2024

by Trish Butcher | Dec 5, 2023 | Estate Planning

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are set to take effect in 2024, and they could substantially impact your family’s...
Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

by Trish Butcher | Nov 28, 2023 | Estate Planning

Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can be hard to track. If you own a small business or have a Trust that owns a business interest, you’ll need to comply with the...
What You Must Know About Your Right to Your Spouse’s Retirement Benefits

What You Must Know About Your Right to Your Spouse’s Retirement Benefits

by Trish Butcher | Nov 21, 2023 | Estate Planning

If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the extra considerations and planning it takes to keep your family’s life running smoothly – from which parent your children will be with...
How to Talk Money With Your Family Over The Holidays

How to Talk Money With Your Family Over The Holidays

by Trish Butcher | Nov 14, 2023 | Estate Planning

The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If you’ve been meaning to talk to your family about money, inheritance, end-of-life decisions, estate planning, and creating a plan for...

Transition to Adulthood: What Happens Legally When My Child Turns 18?

by Trish Butcher | Nov 7, 2023 | Estate Planning

Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your child’s transition from childhood to adulthood, and with it new responsibilities and rights. From a legal standpoint, this...

The Scary Truth: Naming Godparents Does Not Create Legal Guardians

by Trish Butcher | Oct 31, 2023 | Estate Planning

As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and often this planning includes the tradition of choosing godparents to guide and mentor your children if something happens to you....
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Trish Butcher

 

Thank you for your interest.  I know you have a lot of options when it comes to legal planning.  At Arch Legacy Firm, we are devoted to helping families and professionals protect their loved ones and practice through estate planning and asset protection planning.  We look forward to meeting with you!

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