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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,...
As experienced Legacy Estate and Planning experts, we can update your plan to address the potential ramifications the SECURE Act might have on the distribution of your retirement assets to your loved ones following your death.
The holidays can also be an excellent time to discuss estate planning. With everyone you love gathered under one roof, the holidays provide the ideal opportunity to talk about planning.
We’ll ensure your plan is properly drafted and updated to include all of the protections in place to prevent your children from ever being placed in the care of strangers or anyone you’d never want to raise them.
If you’ve yet to create a plan, have DIY documents about which you aren’t sure, or have a plan created with another lawyer’s help that hasn’t been reviewed in more than a few years, meet with us as your Personal Family Lawyer®. We can ensure that your plan will work as intended if something should happen to you. Contact us today to learn more.
You must have a legally sound and updated estate plan in place before taking your next trip.
In examining the current epidemic of addiction, many families encounter a child or other close relative addicted to drugs or alcohol. Estate planning with and for addicts can be emotionally taxing. You may not want to disown your relative; however, you must consider...
If you are in a position of being recently divorced or are in the process of ending a marriage you need an estate planning checklist for divorce. It is imperative to revisit your estate planning documents to avoid inadvertently giving a soon to be or former spouse...
TWO DOCUMENTS ALL COLLEGE KIDS NEED Power of Attorney and Living Will Once your son/daughter turns 18, seemingly simple tasks such as paying the tuition, dealing with health insurance, claiming them as dependents for tax purposes, and even transferring them money, can...
In an accident your cell phone will be an invaluable aid. If you are in a minor accident or “fender bender,” pull out your cell phone and take pictures of the following: 1. The scene; 2. The damage to both vehicles; 3. Their driver’s...
