Getting Legal Documents Signed During COVID — Another Reason to Not Go It Alone
Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19 compels us to face our own fragility and mortality. It’s not as if we didn’t know we would all die (or become...
Estate Planning Essentials for Parents
A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including provisions for the care of your children in your estate plan is essential for peace of mind. But many parents struggle with including...
The SECURE Act and Retirement Plans
In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new legislation. On January 1, 2020,...
New Law Has Big Changes for Estate and Retirement Plans
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. Indeed, the changes ushered in by the SECURE Act have dramatic...
Coronavirus and the Impact to Your Wealth, Health and Happiness
While it’s still hard to tell how the Coronavirus will impact us in the long term, it’s become a subject that’s impossible to ignore. While some are advocating we prepare to be quarantined, potentially for months, others are saying the virus is nothing more than a...
7 Events That Necessitate a Review of Your Estate Plan
Did you know that even if you put a completely solid estate plan in place, it can end up proving worthless if it’s not properly updated? Estate planning is not a one-and-done type of deal: It should continuously evolve along with your life circumstances. No matter who...
How will your pet be cared for?
Planning for the Care of Your Pet: How to Include Your Pet in Your Estate Plan If your pet is beloved as a family member, you likely want to ensure that he or she will be well cared for in the event of your incapacity or death. Without explicitly stated wishes, these...
3 Ways Wise Planning Can Protect Your Family’s Assets
While most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at even greater risk. For example, if you’re a multi-millionaire, a $50,000 judgment against you might not be that big of a burden. But...
Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased
When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it...
Give the Gift of Peace of Mind
Part of estate planning involves deciding how much you want to give away while you’re alive. Many people get a lot of joy from seeing their loved ones receive cash gifts. In some sense, that’s infinitely more gratifying than letting the gifts occur after your death. ...
What You Need to Know About Probate
If you’re thinking about having your estate plan done, one term you will hear over and over again when you talk to professionals about it is “probate”. What is probate? Your estate must go through the probate process if you have certain types of assets. Other assets...
Designating a Guardian for Your Children
We want to share some practical considerations with you--things you should consider before naming one or more people to serve as guardians for your children. The intent is to encourage you to engage in proactive planning, and also to take some pressure off of you. ...
We will never sell or share your information.