Elder Law and Estate Planning Attorney
Many types of property and investments pass outside of probate and allow you to designate who will receive them after your death. It is important that these designations are kept up to date and are consistent with the rest of Read More …
In previous posts, “Important Change Affects Special Needs Planning: Stretch IRAs Eliminated.” and “Time to Check-Up on your Estate Plan if it Includes IRAs” we have covered certain implications of the recent SECURE Act. In this post we cover the Read More …
The coronavirus pandemic is another reminder that life is unpredictable, and it makes sense to be prepared. It may sound self-serving, but the threats to life and finances posed by the pandemic offer ample reason to reevaluate your estate plan Read More …
Congress created the rules governing the minimum distribution of retirement plan funds to encourage saving for retirement and to allow retirement assets to build up tax-free during the plan owner’s working years. But lawmakers built in provisions so the money Read More …
