Past Events
“SECURE Act” Seminars Feb. 6 and Feb. 8
*Learn How the “SECURE Act” Affects You* Seminars with Anne McKinney and Victoria Tillman Tuesday, Feb. 6, 2020 and Saturday, Feb. 8, 2020 The so-called “SECURE Act” makes significant changes in the income taxtreatment of inherited retirement funds. */With very few...
Shareholder Victoria Tillman Presents at ACTEC Southern Regional Meeting
Victoria and her colleague, Don Farinato, recently spoke at the 2019 ACTEC Southern Regional Meeting in Memphis, Tennessee on the topic of Trust Modification Under the Uniform Trust Code. Click here to download a copy of their paper (without the Exhibits). ACTEC (the...
Estate Planning 101 at Halls Senior Center
Anne McKinney and Lisa Bailey taught a free seminar on the basics of estate planning to Northside residents on June 13, 2019 at the Halls Senior Center.