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Estate Planning
October 23, 2023
On December 29, 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0 Act). The previous SECURE Act in 2020 made several changes to retirement planning: It increased the required beginning date (RBD) for required minimum distributions (RMDs) from your individual retirement accounts from […]
October 19, 2018
October is National Special Needs Law Month National Special Needs Law Month is a grassroots effort established by The National Academy of Elder Law Attorneys (NAELA) to help people with disabilities and their families understand special needs planning and the resources available to them. Special needs planning can involve: • […]
August 29, 2018
Without A Will, What Will Happen to Aretha Franklin’s Multi-million Dollar Estate? Music legend and civil rights activist, Aretha Franklin, may have left behind a legacy when she died, but she also left us with a valuable lesson. The 76-year-old Queen of Soul reportedly had no will or estate plan, […]
May 17, 2018
When it comes to creating an estate plan, you have the option of 1) working with an estate attorney who specializes in this area of law to counsel you through the process and to create legal documents or 2) trying to do it yourself. While creating your own estate documents […]
February 22, 2018
The reality of our world today is that our digital presence survives us long after we are gone. When it comes to listing assets in estate planning documents, many people do not consider the need to include access to their online accounts– namely, banking, automatic bill payments, social media profiles, […]
January 15, 2018
New Year, New Goals, New Plan If you find yourself making the same old resolutions this year and want to focus on something with a greater purpose, how about an estate plan to ensure that your family isn’t left with a hefty burden due to your disability or death? One […]