The Law Has Changed. Have Your Estate Plan Documents Kept Up? Posted onMay 1, 2021June 23, 2021inCategoriesEstate Plan Documents, Law Changes If you had a trust and related estate plan documents prepared more than a few years ago, you should consider … Continue ReadingThe Law Has Changed. Have Your Estate Plan Documents Kept Up?
Dementia Directive: An add-on to an Advanced Health Care Directive Posted onMarch 1, 2021June 23, 2021inCategoriesAdvanced Health Care Directive, AHCD, Dementia, Estate Plan Documents An Advance Health Care Directive (AHCD) is an important document that everyone should have. An AHCD allows someone you appoint … Continue ReadingDementia Directive: An add-on to an Advanced Health Care Directive
Are Your Loved Ones Prepared for Your Death? Posted onDecember 1, 2020June 24, 2021inCategoriesAdvanced Health Care Directive, Estate Plan Documents, Estate Planning, Living Trust, Power of Attorney, Prepared for Death, Trust Funding, Will When you have a comprehensive estate plan in place, including a trust that is funded, and a will, advance health … Continue ReadingAre Your Loved Ones Prepared for Your Death?
Older Estate Plans May Cause Tax Problems for Beneficiaries Posted onApril 1, 2020June 23, 2021inCategoriesBeneficiaries, Estate Plan Documents, Estate Planning, Estate Taxes Most family estate plans created prior to 2012 contained a “bypass” or “A-B” trust that requires the estate to be … Continue ReadingOlder Estate Plans May Cause Tax Problems for Beneficiaries
The “SECURE” Act: Time to Review IRAs and Estate Planning Documents Posted onMarch 1, 2020June 23, 2021inCategoriesEstate Plan Documents, Estate Planning, IRA, SECURE Act Do you have an IRA? A new law, the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE … Continue ReadingThe “SECURE” Act: Time to Review IRAs and Estate Planning Documents