As estate planning attorneys, we’re often asked to break down new financial legislation into plain language. One of the most talked-about recent changes in federal tax law is the creation of Trump accounts, a new type of savings and investment …
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your address if your marriage includes a move, changing your tax filing status …
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1
Wedding season is approaching, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married couple – creating an estate plan. With all the joy and …
ESTATE PLANNING WITH PRIDE
Estate planning is important for everyone, but maybe more so for LGBTQ+ people, especially those with families. Since 2015, marriage has been a right guaranteed to all Americans, but it is not one that feels perpetually secure. Reading through the …
What Do Lasagna and Estate Planning Have in Common?
What Do Lasagna and Estate Planning Have in Common? Have you ever heard horror stories about families fighting over Grandma’s jewelry or getting stuck in a never-ending legal battle after someone passes away? Or about how long it can take …
Why Every Couple Needs a Prenuptial Agreement
When you’re planning a wedding, the last thing on your mind is the possibility of your relationship ending. However, as romantic as the promise of “’til death do us part” sounds, the practical implications of marriage extend beyond love and …
Labor Day Reflections and Your Legacy
Labor Day, observed in the United States on the first Monday in September, is not only the unofficial end of summer but also a celebration of the contributions and achievements of American workers. Originating from the labor movement and the …
Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can’t have it. This frustrating scenario became a reality for a woman named Dale Benerofe, a Georgia resident, when she found $23,000 in unclaimed property from …
Would You Make This Million Dollar Mistake?
Imagine this: You’re in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as the beneficiary of your retirement account. You start contributing to your retirement account, and it begins to …
Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
For the last few weeks, we’ve discussed celebrities and how they planned for their deaths. We started with the King of Pop, Michael Jackson, so ending our 4-part series with the King of Rock, Elvis Presley, seems fitting. You may …