Blogs , COVID-19 , Trusts & Estates Blog
With the COVID-19 pandemic turning life upside down, social media is abuzz with people looking to prepare their Last Will and Testament. Inevitably, someone will respond to the post and recommend that the individual draft their own. While the Internet provides the do-it-yourselfer with a plethora of forms of drafting […]
This blog is provided to you as part of the service that we provide to our clients in connection with estate planning. It is intended to advise you of a significant change in the manner in which inherited retirement accounts are treated and the unintended consequences that may result if […]
On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, or SECURE Act. Beginning on January 1, 2020, the SECURE Act implements substantial policy changes to retirement accounts. The Act is designed to increase retirement savings, including (i) making it easier for […]
Mountain Lakes Living Magazine, November 2018 There are numerous challenges when dealing with succession of wealth, especially when blended families are involved. Therefore, estate planning attorneys must be mindful when preparing estate plans for blended families. The easiest way to illustrate the issue is by recalling the marriage of Mike […]
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