If probate is needed, the process usually begins soon after a loved one passes away. The probate process can be long, stressful, and expensive. Some family members are able to manage it on their own without an attorney, but...more
At the very end of 2022, President Biden signed the $1.7 trillion omnibus spending package which includes the SECURE 2.0 Act. SECURE 2.0 builds on The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019...more
For so many of us, pets are part of the family. Everywhere you go, people bring their dogs along these days; and many pets, such as birds and tortoises, have long life spans. ...more
As an Estate, Wealth & Succession attorney, I often assist individuals with a variety of matters ranging from basic estate plans to more complex business succession arrangements. Frequently, when assisting families with...more
7/15/2022
/ Adoption ,
Asset Management ,
Beneficiaries ,
Estate Planning ,
Family Members ,
Financial Planning ,
Foster Children ,
Gay Rights ,
Inheritance ,
Obergefell v. Hodges ,
Same-Sex Marriage ,
Wealth Management
Markets have been unstable for months, causing investors to be on edge with good reason. Already this year, the stock market has fallen and wiped out over $3 trillion in retirement savings....more
6/30/2022
/ 401k ,
Asset Management ,
Employee Benefits ,
Financial Markets ,
Investment ,
Investment Management ,
IRA Rollovers ,
Market Volatility ,
Retirement Plan ,
Risk Mitigation ,
Wealth Management
WHAT IS CRYPTOCURRENCY?
Cryptocurrency is a digital asset that is created and traded online. Miners (computer operators) establish new units of digital currency and record them on a blockchain, a string of verified public...more
4/11/2022
/ Asset Management ,
Beneficiaries ,
Beneficiary Designations ,
Cryptoassets ,
Cryptocurrency ,
Estate Planning ,
Inheritance ,
IRS ,
Non-Fungible Tokens (NFTs) ,
Popular ,
Transfer of Assets ,
Wealth Management
There are many factors to consider when planning your estate in the event of your incapacitation or death. While discussions regarding traditional assets are crucial in the planning process, other factors should also be taken...more
4/4/2022
/ Decedent Protection ,
Digital Assets ,
Electronic Communications ,
Estate Planning ,
Executors ,
Facebook ,
Fiduciary ,
Incapacitated Persons ,
Power of Attorney ,
Social Media ,
Trustees