Category: Estate Planning

How SECURE Is Your Retirement Planning?

On December 20, 2019 President Trump signed into law the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act. The SECURE Act is one of the more significant pieces of legislation to affect retirement plans in recent years. The SECURE Act makes notable changes to how individual retirement accounts (“IRAs”) and certain other retirement benefits [..]

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We Are Thankful For You!

Our firm is grateful for our relationships with our many clients, friends and referral partners. All of you have added so many blessings to our lives. We want to take this opportunity to wish you a very happy Thanksgiving holiday. Home for the Holidays The holiday season is usually a time when we will travel [..]

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Happy Veterans Day!

We would like to thank all of our Veterans for their service and sacrifice. It is nice to see that many stores will be offering free or discounted services as a token of thanks for those who have served. For example, a Veteran can get a free meal at Golden Corral this Veterans Day (see [..]

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First Things First – A Solid Estate Plan

Many people are concerned about planning for long-term medical care, focusing particularly on financial concerns. Services such as home health care or assisted living can be quite expensive. These are important matters and should be a topic of discussion with your legal and financial advisors. However, the first step in this process is to ensure [..]

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A More Complete Estate Plan

The basics of estate planning are fairly simple. There are three primary documents that every person should have in place: A Last Will and Testament, a Durable Power of Attorney and an Advance Health Care Directive. You may call these three the Holy Trinity of estate planning. If these documents are in place, things will [..]

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Back to School

School is about to start again, and many people have children who will be starting college as freshmen this fall. For most of these children, this will be the first time that they have moved away from home, many a great distance from their parents. In preparation for the move to school, most parents and [..]

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A Plan For Your Digital Assets

You probably know that estate planning is an essential part of your financial planning. Having a Will, a Power of Attorney, and an Advance Health Care Directive ensures that if something happens to you, your loved ones can take care of you and your assets in alignment with your wishes. As recently as 10 or [..]

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Update on the Queen of Soul’s Estate

We know you’ve been dying for an update on the administration of Aretha Franklin’s estate ever since we wrote an article about her death last year. As we mentioned in our previous article titled “All I’m Askin’ Is For a Little Estate Plannin’ (Just a Little Bit)!”, it was initially reported that Aretha had died [..]

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The Practical Side of Estate Planning

Estate planning is a process that addresses issues that are legal, financial, emotional and practical. The legal side of planning encompasses documents such as Wills, Powers of Attorney and Advance Health Care Directives. These legal documents are by far the most important part of any estate plan and should be the primary focus of the [..]

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