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Don’t Forget the Beneficiary Designation Part of Your Planning
How Important Are Those Beneficiary Designation Forms? "It's all about the assets" can be a very important phrase when ensuring your assets are connected with your estate plan. Although creating the estate plan in the first place is still the most important step,...
Top 7 Reasons to Establish a Special Needs Trust
Special needs trusts (SNTs) can play an important role in helping families plan for children with special needs. Here are some of the most compelling reasons to speak with your attorney about establishing an SNT. 1. Preserve public benefits while enhancing your...
Lessons from Coronavirus: 3 Important Planning Reminders
Not too long ago, in what seems like a galaxy far, far away, life was normal before this pandemic. There are still plenty of questions on when the coronavirus really began, but it didn't dominate our lives until sometime in March 2020, and no doubt the invisible enemy...
What Do I Need to Change as a Result of The SECURE Act
The SECURE Act is now law, and clients along with advisors are learning how to adapt to the fundamental change. Like any law, the corresponding IRS regulations are not complete yet, and when they are complete we hope a few of the current unanswered questions from the...
Love and Remarriage in Retirement
Finding Love in Your Later Years Calls for Planning Finding love and companionship again in the later part of life can be wonderful, but it can also be very complicated. Taking the plunge without proper planning can have tremendous negative consequences. About 50% of...
What You Need to Know About the SECURE Act
The SECURE Act is Now Law -- The Changes are Significant Estate planning should never be considered a one-time event. In reality, an individual's estate plan must continually adapt to changes in their lives and changes to the law. Laws change all the time, but often...
How Do I Give a Financial Gift to a Loved One With Special Needs?
There are some things you need to know before giving a financial gift to a loved one who has special needs. The end of the year is approaching and the holidays are about to be in full swing. With that comes a time of gift-giving for family members. These gifts can be...
Helping Yourself and Others Through Grief During the Holidays
The grieving process can make the holidays very challenging... We all remember our first feelings of grief and learning how to work through this new, uncomfortable process. For many of us, our first experience with grief came in childhood. For me, my first moment came...
3 Questions You Should Ask About Your Special Needs Plan
When Should You Consider Updating the Key Players in Your Special Needs Plan? It's a wonderful feeling to have completed and executed a plan for your child with special needs. But how often should you revisit the people you chose to be guardian, trustee, health care...
When Does My LLC Need an Operating Agreement?
The Limited Liability Company (LLC) is one of the more common forms of business ownership for small business owners. LLCs offer flexibility, can provide asset protection, and in some cases, might provide tax advantages for a small business owner. LLCs can also use...
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