In 2019, the U.S. House of Representatives proposed a bill called the Setting Every Community Up for Retirement Enhancement Act – the SECURE Act – to overhaul the retirement system. The bipartisan bill easily passed in the House and the Senate passed the bill Dec. 19 as part of a spen…
We often hear someone has “lost everything to the nursing home.” While this seems to be inevitable the longer someone stays in a nursing home, it is not absolutely required. There are a number of good ways to prevent total loss, even for those already residing in long-term care facilities.
For many people, the word “trust” in the estate planning context conjures images of the Hollywood elite children who aimlessly spend their lives “finding themselves” instead of working. Unfortunately, these few super wealthy families have created an unlikely and undesirable expecta…
There is a common belief all of an individual’s property passes after death through a last will and testament. While this partially is true, there are several different types of property that passes outside of an individual’s Will.
Thanksgiving traditionally is celebrated as a remembrance of the gracious generosity of the Wampanoag Indians to the Plymouth Pilgrims. Today, many families still eat a traditional meal of turkey or other fowl, vegetables and pumpkin pies as a reminder of the friendship between the two cultu…
Preparing an estate plan is like getting a physical. We know responsible adults have it done but choosing to do it yourself is just not appealing. We may decide with the information available on the internet, we simply can self-diagnose any problems that arise.
On Nov. 11, 1918, the First World War ended. As a result, only seven years later, Congress determined to make this date an annual observance in honor of the Armistice. Interestingly, the national holiday was not enacted until 1938, at a time when the rest of the world was on the brink…
Preparing an estate plan requires careful consideration of your goals and family dynamics. The failure to create a tailor-made estate plan can have significant unintentional consequences, especially for blended families.
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