Estate Planning during uncertain times. What in the world is going on? One day, we are living our best lives, freedom, liberty, and an economy that just wouldn’t quit. Then, enter stage left, Covid-19. It seems, at least for many of us, that our world was uprooted and flipped on its head. Stay at home, […]
Estate Planning
SECURE Act and Your Estate Plan
Introduction As you are likely aware, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”) in December 2019. This law made significant changes to how your standard retirement accounts will operate starting January 2020. This article will not explore all of these changes, rather, it will focus […]
The Great Beneficiary Deed… And Why You May Want One
Beneficiary Deeds, also known as Transfer on Death Deeds, are awesome legal tools. Unfortunately, too many people are unaware they exist or how to use them. Today, we’re going to explore the beneficiary deed, its use, and a new program we’re rolling out to make it easier to get yours. What is a Beneficiary Deed […]
Safeguarding Your Estate Plan
You let out a huge sigh of relief. For months, maybe years, you have pushed off creating an estate plan. For whatever reason, you decided now was the time to get it done. You signed the Trust, Will, Financial Power of Attorney, Healthcare Power of Attorney, Guardianship Nomination, and other documents. You feel great with […]
Planning Your Estate Plan
Planning your estate plan is a lot like gardening. We recently shared a post on social media with a picture of our backyard vegetable garden. As I was reflecting on how great the garden looks this year, I started to think about all the planning and work that went into it. I also thought about […]