Helpful Tips for Estate Planning during Covid-19

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 […]

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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 […]

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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. […]

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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 […]

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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 […]

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