NEWS & INSIGHTS
Caring about the wellbeing of your children is important at any stage of parenthood and it should extend beyond your lifetime. If you have children, either younger or older, careful consideration of your estate...
Drafting estate planning documents is seldom a top priority, but they are important for you and your family. Everyone needs a few essential documents to provide direction if you are not able to act on your own...
When someone passes their assets on to you after they die, the process of receiving that inheritance must be managed carefully with regard to estate and/or trust administration and understanding tax implications. Some...
One day you may get a phone call that a relative or friend has died, and all or part of their significant wealth will pass on to you. Visions of lifestyle changes run through your head along with the grief of losing a...
What if sudden, unexpected circumstances beyond your control were to prevent you from caring for your pet? You could be in a car accident, have a health emergency or pass away. The caretaking need could be temporary...
Our pets bring a great deal of unconditional love and friendship into our lives. Many people view their pets as members of the family. What would happen to your pet in the event of your death or incapacity? Our pets...
During the current global pandemic, there’s been a rush for people to obtain insurance and update their legal documents such as Powers of Attorney, Wills and Revocable Trusts. While updating your legal documents is a...
If you have a long term care insurance policy, you know the premiums are expensive and you want assurance that the policy will pay in the terms you envision should you ever need it. Unfortunately, one simple oversight...
When it comes to estate planning, it’s easy to opt for the fastest, simplest and cheapest path forward. Sometimes that includes using transfer on death (TOD) or payable on death (POD) account registrations to avoid...
The SECURE Act of 2019 imposes significant changes for inherited IRAs received from an account owner who dies post December 31, 2019. The law previously allowed beneficiaries of inherited IRAs the ability to ‘stretch’...
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