Annual Estate Plan Health Check

As life shifts, so should your estate plan!

Every year we evaluate and set goals for our health, our time, our work and our families. But what about your existing plans - specifically, your estate plan? As your life shifts, so too should your estate plan. Therefore we've developed a checklist to help you evaluate your unique circumstances. 

Click here to download our checklist and begin your …

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Legal Alert: The Secure Act

How It May Affect Your Estate and Retirement Plans

In the final days of 2019, with little warning, Congress and the President enacted significant changes to how the federal tax code affects retirement assets such as your 401(k), 403(b), and IRAs - all of which went into effect on January 1, 2020. Known as the “SECURE Act,” these changes may affect you during your lifetime, but also affect how those…

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Powers of Attorney: What You Need to Know

Estate Planning Awareness Week 2019

At some point you may have signed a power of attorney or perhaps filled out the standard medical power of attorney (sometimes called a “Patient Advocate Designation”) at your doctor’s office. For the sake of this article, we will refer to these collectively as “POA.” These documents are designed to be used when you are unable to act for yourself. I…

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Beneficiaries Receiving Public Benefits

Estate Planning Awareness Week 2019

Do you have a loved one receiving Supplemental Social Security Income (SSI), Medicaid or other means-tested public benefits? Or do you anticipate that they might in the future? This is important information to share with your estate planning attorney because if that person inherits from you, it could jeopardize his or her ability to qualify to rece…

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Do Millennials Need Estate Plans?

Millennials are the generation following Generation X, described as reaching adulthood in the early 2000s. More specifically, some define the generation as anyone born between 1981 to 1996. This generation has many unique qualities making it very distinct from previous generations. Millennials have a great need for estate planning, but they may not…

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