Posts Categorized: Estate Planning

Planning for the SECURE Act

Feb 3, 2020

The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act....

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How Will You Age in Place and Be Able to Die at Home?

Jan 2, 2020

More and more, Americans are choosing to be cared for and are dying in their own homes. If you wish to be cared for and die in your own home, it’s especially important to...

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The Questions of Estate Planning, Part 5: How

Dec 2, 2019

People often have questions about Estate Planning. This is the fifth in a series of articles addressing those questions. This fifth article addresses “how” to do Estate Planning. Read on to learn more.

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The Questions of Estate Planning, Part 2

Nov 1, 2019

People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read on to learn more.

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The Questions of Estate Planning, Part 4: Where

Nov 1, 2019

People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning. Read on to learn more.

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The Questions of Estate Planning, Part 3: When

Nov 1, 2019

People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning. Read on to learn more.

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