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Bluerock Wealth Management, LLC
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Category Archives: Estate Planning

Back to College Tips

Education, Estate PlanningBy Raj ChokshiJuly 6, 20201 Comment

Recently, I was walking through our local Target, and I realized that in a few short weeks the store will be full of back-to-school supplies! Where did the time go? While most of the focus is on K-12 kids going back to school, you should keep some important things in mind when your child heads…

U.S. Capitol Building

The SECURE Act of 2019

Estate Planning, TaxBy Bluerock Wealth ManagementJanuary 27, 2020Leave a comment

Congress recently passed a new law with yet another interesting name – The SECURE Act. Interesting in the fact that the Setting Every Community Up For Retirement Enhancement (SECURE) Act was designed to promote savings and help secure our financial future, but for many it will be a tax increase.  There are multiple pieces to this law, and…

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