Do You Need An Estate Plan For Your Family Vacation Home?

Do You Need An Estate Plan For Your Family Vacation Home? Jun 12, 2020 The answer is yes. Jill Martin, JD, Estate Planning Attorney at Annex Wealth Management, is here to talk about building a plan for your vacation property – and how planning now prevents...

Poll: What Social Media Platforms Do You Use To Access The News?

Facebook just launched Facebook News – the social network’s dedicated section that covers national and local news. What social media platforms do you currently use to access the news?*FacebookTwitterInstagramLinkedInI don't use social media to access the...

MoneyDo: The End Of “Stretch” IRAs

MoneyDo: The End Of “Stretch” IRAs Over the last 6 months there has been a significant amount of legislation that has impacted IRAs, including the permanent law changes of the SECURE Act and the temporarily relief under the CARES Act. It’s important to...