How Do I Know if I Need a Will or a Trust?
When it comes to estate planning, you may be aware of the terms “will” and “trust.” But unless you are in the estate planning business, you may not understand the differences between the two. While they are similar, there are significant elements that make each unique. Before establishing a will or a trust, you will… Read more
Retirement Updates Amid COVID-19
The Coronavirus Aid, Relief and Economic Security (CARES) Act provides aid for individuals and businesses in need. The Internal Revenue Service (IRS) has published information on the specific retirement provisions in Section 2202 of the act. See the link here. The information from the IRS provides insight into which individuals may benefit from the additional… Read more
Estate Planning Awareness Week – Things to Review
Because estate planning is a comprehensive plan and not just a single document, it is important to regularly review all aspects of your plan, your finances, and your family’s needs. Things to Review Beneficiary Designations: The beneficiary designation form is crucial for assets such as life insurance and retirement accounts. Improper information on these documents… Read more
Why Would I Even Need an Estate Plan…Or An Estate Planning Attorney?
WHO IS GOING TO FEED FIDO? It’s important not to think about estate planning as something you do for yourself. Estate planning is something that you do to make sure your loved ones are cared for. And this applies to the humans and animals in your life. WHO GETS YOUR STAMP COLLECTION? Estate planning covers… Read more