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 [...]
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 [...]
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 [...]
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 [...]
Trusts and Taxes
It’s that time of year...tax season. When most of us think of tax season, we think of our individual and business tax returns since these are the [...]
Happy New Year!
Dear Clients & Friends, There has been a major change in retirement planning, which may affect your estate plan. The Setting Every Community Up for Retirement Enhancement [...]
