The COVID-19 crisis has raised questions and concerns with regard to estate planning. Last week, we addressed Estate Planning Questions and Solutions in the Context of COVID-19. Given the current atmosphere, here are a few additional tips to consider: 1. Make sure your documents are current and reflect your wishes. At times like these, we […]
Continue reading…Conversations with Dan Surprenant
Dan interviews Financial Planner, Anthony Salerno of Ameriprise
Continue reading…Estate Planning Questions and Solutions in the Context of COVID-19
There is plenty to be concerned about during the coronavirus (COVID-19) public health emergency, but one topic that individuals and families can think of as a practical outlet for their concerns is estate planning. Consider the questions below. They are likely to be timely for you and your family, and fortunately, there are estate planning […]
Continue reading…5 Critical Estate Planning Documents To Have In Place During The COVID-19 Outbreak To Protect Your Family, Money, and Property
Imagine a scenario where you suddenly find yourself sick in the hospital, incapacitated, and no longer able to pay your own bills, manage your assets, or even make your own medical decisions. Even before all of this began, but especially since the outbreak of Coronavirus (COVID-19), this scenario is a growing concern, and unfortunately, a […]
Continue reading…Coronavirus Legal Advice: Get Your Business and Estate in Order Now
By H. DENNIS BEAVER, ESQ. | Author of “You and the Law”March 16, 2020 The stock market has recently been in a free fall. America has not experienced this level of fear since the days of the polio epidemic in the 1940s and 1950s. During those decades, polio outbreaks in the U.S. crippled an average of more than 35,000 […]
Continue reading…Is your estate plan prepared for COVID-19?
There has been so much news lately about preparing for the potential spread of the COVID-19 virus. Most of those reports talk about avoiding large gatherings, what will happen if schools close, buying supplies etc. One item I haven’t seen discussed is making sure your legal documents are in order in case you get sick. […]
Continue reading…My Heart Attack and Bypass Surgery
For those of you who have not heard, on January 5th, 2020 I suffered a heart attack which landed me in Charlton Memorial Hospital. On January 8th, as my blockage was too severe to handle with stents, I underwent quadruple bypass surgery. I’m 50 years old. I thought it important to take a moment to […]
Continue reading…SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. The SECURE Act has several positive changes: It increases the required beginning date (RBD) for required […]
Continue reading…Leave the Snow Behind but Keep Estate Plan Up to Date
State laws oversee estates and those laws are rarely the same. Many people retire in the snowy north and head to the warm south for a few months each year. If that is your scenario, it would be wise to keep that estate plan current because state laws are not usually the same and your […]
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