Category Archives: Estate Planning & Administration

COVID-19: The Essential Legal Document Every Adult Needs to Have

As the Coronavirus continues to disrupt daily life and leave Americans uncertain of the future, we want you to know that you don’t have to feel helpless during this pandemic.

In fact, now is a great time to be proactive and plan ahead should you or a loved one fall ill. One of the most important...
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What is Ancillary Probate and How to Avoid It

Many people own property in more than one state -

perhaps a vacation home in Florida, a rental property in a former home state, or even a car titled in another state. It is important to think about how that property will be handled as you create an estate plan. Without proper planning it may be necessary...
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Yearly Checkups: Physical and Financial Wellbeing

Hopefully you go to your doctor at least once a year to get a physical.

This visit helps detect and treat problems before an illness or health condition becomes a major problem. It’s called preventative health. But have you ever considered preventative health for your finances? Just like it’s important to see your doctor annually, it’s...
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The SECURE Act: the Good, the Bad and the Confusing

On January 1, 2020, the most impactful retirement account legislation in decades became law.

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) will have a positive impact for many older Americans but could have negative tax consequences for many beneficiaries of their retirement accounts.  

The Good and the Bad (and the Confusing)

  The SECURE Act...
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