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3 Unintended Consequences of Do-it-Yourself Estate Planning By Solid Serenity Legal Solutions For a lot of people, doing things on their own seems like an attractive option. They can get what they need, and often, save some cash by doing it themselves. Taking initiative and handling things on our own can be great, but if […]

5 Considerations for Your Estate Plan By Solid Serenity Legal Solutions Many people have a difficult time starting their estate planning. However, the hardest thing to do is start. Start today. Start where you are. Start with these 5 considerations for your estate plan, and you’ll have a pretty good idea of what you need […]

Lions and Tigers and Taxes, Oh My! 5 Tax Changes to Be Aware of for 2020 By Solid Serenity Legal Solutions Tax season has officially started. With a deadline of April 15, 2020 for most personal returns, now is the time to set up your appointment with your tax advisor to get your taxes in […]

3 Ways to Avoid Wrecking Your Estate Plan with Beneficiary Designations By Solid Serenity Legal Solutions One of the best ways to pass assets to your loved ones without them having to go through the probate process is to name beneficiaries on your assets. Stocks, bonds, mutual funds, and bank accounts allow you to name […]

3 Important New Rules for Retirement Accounts and How They Affect Your Estate Plans By: Solid Serenity Legal Solutions With the new year and new decade, came new individual retirement account (IRA) rules. The Setting Every Community Up For Retirement Enhancement (SECURE) Act went into effect January 1, 2020. The Act made significant changes to […]

8 Financial Tips for Keeping Love Alive By: Solid Serenity Legal Solutions With Valentine’s Day approaching, our hearts and energies are turned toward those we love.  If you haven’t already found that perfect gift or event to celebrate your love, you are likely in the throes of searching. But, when the romance wears off, we’ll […]

3 Ways to Avoid Tom Petty’s Estate Planning Mistakes By Solid Serenity Legal Solutions We often think that famous people would have the guidance, money, and information to leave their property to their loved ones exactly as they like and to put a proper estate plan into place. Despite their large amount of wealth and […]

6 Tips When Inheriting IRAs By: Solid Serenity Legal Solutions When you inherit an IRA, your decision about what you do with that inheritance can lead to costly consequences. You have several options for what to do with your inheritance, and the consequences of those choices change depending on (1) who left you the inheritance, […]

7 financial planning tips for the end of the year By: Solid Serenity Legal Solutions With 2019 coming to an end, we face another new year, and even a new decade. Here are 7 financial planning tips for the end of the year to help you get ahead of the game for 2020. (1) Contribute […]

7 Post Estate Planning Tips By Solid Serenity Legal Solutions You’ve done it! You created your estate plan! Now, it has been lying in a drawer somewhere, collecting dust. Congratulations on your great work. But, now you need to review them and make sure your plan still meets your goals. Here are 7 post estate […]