In our last installment, we explored estate planning for young families. This article moves to the next stage, planning for maturing families, where children are in their later teenage years or newly independent adults. At this stage, estate
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As the year comes to an end, it is always advisable to take stock of your affairs. When was the last time you reviewed your estate and financial plans? The following is a quick breakdown of some of the items you should review, some of which can be
[… read more]In our last installment, we explored estate planning for young married couples. In this article, we move forward to the next stage, planning for young parents, and the unique challenges to consider as a family grows.
[… read more]In our last newsletter, we explored estate planning for our now young adult children. In this article, we move a little further in time to when that child is married but does not yet have children. What challenges should be considered as this new
[… read more]It may be hard to face the fact that our children are growing up and becoming adults because, hey, we’re not getting any older, are we? (Don’t answer that.) But as time marches on, just as we need to revisit our own estate plans, we also need to
[… read more]The popularity of do-it-yourself (“DIY”) legal documents has surged in recent years. While online services may be less expensive, the adage that “you get what you pay for” often holds true. Basic online programs typically offer only the most
[… read more]As the year comes to an end, it is always advisable to take stock of your affairs. When was the last time you reviewed your estate and financial plans? The following is a quick breakdown of some of the items you should review, some of which can be
[… read more]When setting up an estate plan, often the most adventurous part of it is the trust. Nothing could be more exciting than that, right? Actually, there are a number of different types of trusts that may fit into your estate plan.
[… read more]Getting your estate plan in order can be challenging – there is almost always something more interesting to do. Not necessarily more important but certainly more interesting. Once you have gotten yourself moving and signed your estate planning
[… read more]The SECURE 2.0 Act of 2022 (SECURE 2.0) became effective December 29, 2022, with some provisions taking effect immediately and others in the future.
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