Powers of Attorney

Wednesday, September 30, 2020

Fall Estate Plan Check-Up

Fall Estate Plan Check-Up

As we rapidly enter the Fall season, I thought it would be a good time to check back in and discuss a few estate planning concepts.

With the election season upon us, there is continued talk of what tax laws may change, and how that may affect estate planning. As always, I will keep up on any changes that could affect your plan and keep in touch with you.

Understand Your Estate: One issue I am seeing is that some folks I meet with don’t understand how their estate would work when they die. They think everything will pass based on the instructions written in the Will, but that is not always the case.

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Wednesday, May 27, 2020

7 Reasons To Plan Your Estate Now

In the middle of the Coronavirus pandemic, is now the right time to consider updating or starting your estate plan?  Below are seven reasons I put together to consider why now may be the time. In no particular order:

1 – Concern About Future: For me, the pandemic has been eye opening in several ways personally, and many of my clients who have started their estate plans in the last couple of months say the same thing. Their concern for the future—and the unknown—has added urgency to planning.

2 – SECURE Act: The SECURE Act was passed in December, 2019—feels like a century ago, right? But it could change your estate plan, particularly if you have significant retirement assets. Get your plan reviewed to ensure it is SECURE Act optimized.

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Tuesday, December 3, 2019

The Essential Estate Plan

Let’s take a step back this edition and make sure you’re up to date on the essential estate planning components (for Pennsylvania residents). Think of estate planning like building a house. Every house needs a solid foundation, and that’s what I discuss below. However, you may require features such as a home office, an in-law suite, a two-car garage, etc. Just like building a house, each estate plan will vary. 

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Tuesday, July 9, 2019

Stay Ahead Of The Curve: Planning For Incapacity

Death and taxes are certain, but so is another item: Uncertainty. You’re bound to face surprises in your life down the road, and one of those surprises may be the need for some form of long-term care. As we have a better chance of living longer, so we have a better chance of needing help in the future. For some, that may be an adult child taking care of you. Others may need professional home health care.
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Thursday, May 9, 2019

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