Who Needs a Will? Part 2: If You Have Children
A properly drafted Will does several things, including, but not limited to:
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Who Needs a Will? Part 1: If You Want to Decide Who Gets Your Stuff
A properly drafted Will does several things, including, but not limited to:
Our Basic Estate Planning Package
A properly drafted Will does several things, including, but not limited to:
Our Firm Is Growing
Since starting our firm in January of 2020 we have moved offices and added crucial members to our team. As we grow we are able to serve our clients better than ever.
Healthcare Directives – What Are They and Why Are They Important?
Advance Directives for Healthcare allow you to identify someone to make medical decisions on your behalf if you cannot do so. With news stories inundating our news feeds about new health threats, now is a perfect time to ensure you have a Healthcare Directive in place.
Remote Estate Planning Available
Since starting our firm in January of 2020 we have moved offices and added crucial members to our team. As we grow we are able to serve our clients better than ever.
What are My “Probate” Assets?
One of the most common questions we get is: what does my Will do? Among other things, it controls what happens to you probate assets at your passing. Well, what are probate assets? This questions is easier to answer if we talk first about non-probate assets. These include:
Does the SECURE Act Impact Your Estate Plan?
In December 2019, Congress passed the SECURE Act which went into effect on January 1, 2020. Among other changes, the SECURE Act limited the distribution timeline for inherited retirement accounts. With a few exceptions (i.e. spouse beneficiaries and minors), the SECURE Act has shortened the IRA distribution period for an inherited account to 10 years; whereas prior to this year an inherited IRA could be “stretched” over the beneficiaries lifetime.