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
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April
02,
2025
|
09:59
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
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December
30,
2024
|
03:47
As the year draws to a close and we prepare for 2025, now is an opportune time to focus on personal and charitable gift planning. This process involves reviewing gifts made during your lifetime and those intended for after death, while considering
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June
28,
2024
|
11:14
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
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March
26,
2024
|
07:55
Losing a spouse is a profoundly challenging experience, often accompanied by unexpected complexities, which is why it is crucial to take adequate steps in working with an estate planner to establish comprehensive documents governing asset
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December
12,
2023
|
11:35
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
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June
28,
2023
|
11:31
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
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March
30,
2023
|
09:23
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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December
29,
2022
|
09:21
Durable (Financial) General Powers of Attorney, often just referred to as a “Durable Power of Attorney,” are an extremely powerful, and often overlooked part of an individual’s estate plan. People often think, “I have a Will, what else could I
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September
29,
2022
|
08:21
Everyone loves inflation, right? No? When you are looking at the effects of inflation on your estate plan, you may realize there is a bit of a silver lining and there are some opportunities to consider.
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