The SECURE Act, passed in 2019, represents a significant shift in the landscape of retirement planning and estate management. Updated in 2022, with the passage of SECURE Act 2.0, this legislation aims to improve access to retirement savings and other key provisions. With changes such as raising the age required minimum distributions and altering the…Read More
Due diligence is crucial for both sellers and buyers, especially when it comes to estate planning. Due diligence refers to the comprehensive appraisal of property, business or assets. Understanding and addressing the common concerns around due diligence is essential for a smooth transfer of ownership and helps minimize potential legal complications down the line. Read…Read More
For the past few years, inflation has been abuzz, with many feeling its effects on their daily lives. As cost of goods and services rises, it is essential to consider how inflation can also impact your estate planning, as inflation can complicate your plans in ways you did not expect. Read on to explore the…Read More
Pet trusts have become increasingly important as more and more people consider pets as part of their family. Read on to learn about the growing popularity of pet trusts and how to include your furry friends in your estate plans. Pet Trusts on the Rise With fewer people choosing to have children, the role of…Read More
September is Healthy Aging Month. This is a great time to focus on maintaining physical and mental health, and assess the ways in which you can improve your life and overall well-being. While it is important to prioritize diet, exercise, and mental health, it’s also crucial to prioritize your future, particularly your estate plan. Read…Read More
Think back to when you were young and excited to become an adult. Perhaps you were looking forward to going to college, traveling without your parents, or simply experience new things on your own. Just as you felt excited to live and experience through many milestones, your children may be itching to do the same….Read More
In today’s digital age, estate planning isn’t just about physical assets and investments—it also encompasses your digital footprint. Whether it’s financial accounts, social media profiles, or sentimental digital content, these assets need careful consideration to ensure they are properly managed and protected after you’re gone. Understanding Digital Assets Digital assets encompass a wide range of…Read More
What is Sjögren’s? Sjögren’s is an autoimmune disease affecting the lives of up to 4 million Americans. This systemic disease affects the entire body with symptoms of extensive dryness in the eyes and mouth, and will result in fatal damages to the tissues, can cause neurological problems as well as lung disease and cancer. New…Read More
Divorce is not easy. Among the vast amount of change you go through, managing your estate plan is a fairly big one. Because your needs, wants, priorities and goals change during this time, it is essential to adjust your estate plan to reflect these changes. Read on to learn how to update your estate plan…Read More
Estate planning is critical and essential for all couples including LGBTQ+ couples. While there isn’t a vast difference in the process of drafting estate planning documents between heterosexual couples and LGBTQ+ couples, same-sex couples face unique challenges when dealing with estate plans and end-of-life care and may need to review their current documents. Here are…Read More
