Category: Wills & Estate

| Wills & Estate

THE SECURE ACT

THE SECURE ACT: A WHOLE NEW WORLD FOR RETIREMENT ASSETS The recent enactment of the SECURE Act, which took effect on January 1, 2020, dramatically impacts IRAs, Roth IRAs and…

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| Probate & Trust

Estate Plan Titling

TITLING IS EVERYTHING: THE OFTEN OVERLOOKED KEY PIECE OF ESTATE PLANNING After years of putting off estate planning, you’re feeling particularly accomplished as you leave your attorney’s office with a…

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| Probate & Trust

NONJUDICIAL SETTLEMENT AGREEMENTS

NONJUDICIAL SETTLEMENT AGREEMENTS: A MULLIGAN FOR IRREVOCABLE TRUSTS By definition, “irrevocable” means “unable to be repealed or annulled; unalterable.” Historically, irrevocable trusts lived up to their name – they were…

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| Probate & Trust

SPECIAL NEEDS TRUST

PLANNING AHEAD WITH A SPECIAL NEEDS TRUST Few would argue with the notion that estate planning always requires careful consideration and planning, but when an estate plan includes a disabled…

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