Risks of DIY Estate Planning
February 22, 2024
Estate planning is a critical step in protecting your assets and ensuring that your loved ones are taken care of
Tag: Estate Planning
Preparing for Certainties in Life (Death & Taxes): Part 3
January 27, 2022
When to Update Your Estate Plan You did it! You completed your estate plan. Now that you have your plan
Preparing for Certainties in Life (Death & Taxes): Part 2
December 30, 2021
Reaping the Benefits of Asset Planning During Life and After Death Ben Franklin once said, “…nothing can be said to
Preparing for Certainties in Life (Death & Taxes): Part 1
December 2, 2021
Breaking Down the Estate Planning Process You’re ready to embark on the journey of securing your assets with an estate
Biden’s Build Back Better Act and Potential Tax Planning Priorities
September 20, 2021
Washington D.C. is working on Joe Biden’s Build Back Better Act (the “BBBA”) which is, in part, a spending bill
Does My College-Aged Child Really Need An Estate Plan?
August 31, 2021
So your son or daughter recently turned 18 years old? While this is an exciting time, it can also be
FEMA Offering Funeral Assistance to Families of COVID-19 Victims
April 13, 2021
The Federal Emergency Management Agency (“FEMA”) has a mission of helping citizens during times of disaster. COVID-19 has certainly been
Estate Planning Implications of 2020 Election
November 19, 2020
With Joe Biden as the President-elect and the fate of the Senate to be determined, one may want to consider
Reviewing One’s Estate Plan in the Wake of COVID-19
April 1, 2020
The Coronavirus (COVID-19) pandemic has caused many individuals to review their estate plan. A review should include one’s will, trust,
The Importance of a Health Care Power of Attorney & Living Will Declaration
March 25, 2020
In today’s unpredictable landscape, it is important for individuals to plan for situations in which they are too ill or