Not many of us expect to contract the coronavirus, or if we do, to die from it. However, the...
Category - Previous Posts
C19 UPDATE: Did You Get a Paycheck Protection Program Loan? Take These Steps Now to Qualify for Forgiveness
Amid the climate of uncertainty surrounding the coronavirus pandemic that is sweeping the nation...
Requests for Estate Plans Reflect Fears about Coronavirus
Lawyers are being bombarded with requests to write wills, update estate plans and prepare health...
Do I Need to Be Wealthy to Set Up a Trust?
If you've heard of trust funds but don't know what they are or how they work, you're not alone...
You Can Complete Your Estate Plan During the Coronavirus Quarantine
If you are quarantined or under a lockdown and can't get to a notary, how can you get your will...
Finalizing Estate Planning Documents while Social Distancing
Besides seeking to draft or alter wills and trusts, many clients were changing trustees, executors...
Update Your Estate Plan to Protect Spouse and Children
Imagine you get married and within a year or two, your new spouse passes away. Now, imagine that...
Massive Changes to RMDs from Stimulus Plan
Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus relief...
Estate Plan Updates in the Age of Coronavirus
Financial advisors and estate attorneys say they are seeing a flurry of inquiries from people...
C19 UPDATE: Coronavirus Got You Thinking About a Will? That Might Not Be Enough.
Amid the climate of uncertainty surrounding the coronavirus pandemic that is sweeping the nation...