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Blog Posts in Estate Planning

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  • How the SECURE Act Makes Saving for Retirement Easier
    How the SECURE Act Makes Saving for Retirement Easier

    Have you heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act ? If not, this was bill signed into law in late December 2019 that included various reforms for how Americans ...

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  • What Happens to My Assets If I Don’t Have an Estate Plan?
    What Happens to My Assets If I Don’t Have an Estate Plan?

    If a person passes away without a valid estate plan , then their assets must first pass through probate before they can be transferred to the people who will inherit them. When a person dies without a ...

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  • What Couples Should Discuss When Creating an Estate Plan
    What Couples Should Discuss When Creating an Estate Plan

    Although estate planning seems like a daunting task for many couples, it doesn’t have to be if they take the time to plan for the future and ask the right questions. If you and your significant other ...

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  • Proposed Changes Could Mean New Capital-Gains Taxes at Death
    Proposed Changes Could Mean New Capital-Gains Taxes at Death

    Benjamin Franklin said that nothing is certain in this world except death and taxes. But some uncertainty around the latter has caused some Americans to call their attorneys with questions on what the ...

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  • A Step-by-Step Checklist for Estate Planning
    A Step-by-Step Checklist for Estate Planning

    Do you want to draft a comprehensive estate plan to protect your future and legacy but aren’t sure where to start? Then keep reading to learn which important estate planning tools you need to make ...

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  • What Should Be Included in Estate Planning?
    What Should Be Included in Estate Planning?

    While there is a wide range of legal tools that you can include in your estate plan to protect your hard-earned wealth and assets, the following are essential if your goal is to pass a lasting legacy ...

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