Estate planning is the tool that allows individuals to control how their assets and lives will be managed in case of their incapacitation or death. One common misconception is that estate planning is solely for the wealthy....more
In this two-part series, the articles focus on the importance of proper estate planning. The previous article focused on Estate Planning for Young Adults. This article will highlight important documents and considerations...more
With a new Administration in town there are rumors everywhere about the “new Estate Taxes” and the “Loss of our Tax Exemptions”. What should you expect? What should you do to plan and prepare for possible changes?...more
As you may have heard, the new “CARES” Act signed on March 27, 2020 creates a new “Coronavirus Related Distribution” option for participants in retirement plans who meet one of the following qualifications...more
Are you stuck at home, isolated from the public, and your normal social interactions? Perhaps this would be a good time to review those old estate planning documents: your Will, Power of Attorney, Health Care Power of...more