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About Shelby Miller

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So far Shelby Miller has created 6 blog entries.

Is It Time to Review Your Beneficiary Designations?

A will or revocable trust may form the core of your estate plan, but for many people, a substantial amount of wealth bypasses these traditional estate planning tools and is transferred to their loved ones through beneficiary designations. These “nonprobate assets” may include IRAs and certain employer-sponsored retirement accounts, [...]

2024-02-19T09:55:45-05:00February 20, 2024|

Enhanced Retirement Landscape: Exploring Secure Act 2.0’s Impact on Tax-Favored Plans

Amanda Garner,  February 5, 2024 The legislative landscape surrounding retirement plans has undergone a significant transformation with the introduction of the Secure Act 2.0. Nestled within Division T of H.R. 2617, known as the "Consolidated Appropriations Act, 2023," this legislation brings forth substantial changes to tax-favored retirement accounts. This [...]

2024-02-07T10:17:40-05:00February 7, 2024|

A hybrid DAPT can offer the asset protection you need

Asset protection is a vital part of estate planning. Indeed, you want to pass on as much of your wealth to family and friends as possible. This can be achieved only if you shield your assets from frivolous creditors’ claims and lawsuits. One option available is to establish a [...]

2024-01-22T13:21:21-05:00January 12, 2024|
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