The Power of a Power of Attorney by Allyson S Heller
In a world where many of us have Coronavirus-related fears, a power of attorney is more important than ever, especially if a person becomes incapacitated. A power of attorney allows the principal to delegate authority to the agent, sometimes referred to as the “attorney in- fact,” to act on the[...]
Keeping Up With Your Estate Plan
By Allyson S. Heller
As we slowly and tentatively begin the process of emerging from lockdown and embracing the new normal in this time of uncertainty, it may be a good time for you to revisit your estate plan. In my practice, I encounter many clients who had estate planning documents drafted some fifteen[...]
In Sickness and Health: Planning for Today and Beyond
By Allyson S. Heller
“Planning is bringing the future into the present so that you can do something about it now.” ~ Alan Lakein During this time of unprecedented uncertainty, it can be difficult to think about planning far ahead, to a time when they are no longer here, but what they fail to realize[...]
Common-Law Marriage and Your Estate Plan
By Allyson S. Heller
In light of the new regulations brought on by the Coronavirus, many people have found themselves self-quarantined with their spouses and significant others, which brings to mind a topic that is particularly relevant in these times: common-law marriage and estate planning. For many unmarried couples, who have lived together for[...]
Estate Planning in the Era of COVID-19
By Allyson S. Heller
In light of the uncertainty caused by the Coronavirus, many people are scrambling to get their affairs in order. In recent weeks, new and existing clients alike have reached out to me to draft new estate planning documents and update older documents. Fortunately, our office has been able to successfully[...]
Major Law Change: The SECURE ACT
There has been a major change in retirement planning, which may affect your estate plan. The Setting Every Community Up for Retirement Enhancement (SECURE) Act was officially signed into law on December 20, 2019. The major changes of the Act include: Most inherited retirement plans are now subject to a[...]
