SECURE Act New IRA Rules: Change Your Estate Plan – Forbes
It’s time to update your will or trust, if your estate includes IRAs and certain retirement benefits! The new SECURE Act and its IRA rule changes may make your current will or trust designations invalid or obsolete. This article from Forbes sheds some light on the new law: https://www.forbes.com/sites/martinshenkman/2019/12/25/secure-act-new-ira-rules-change-your-estate-plan/
FACE YOUR FEARS: Check Create Estate Plan Off of Your Year-End To-Do List
Last Friday, I helped one of my good friends complete her and her husband’s estate plan, and they finally signed the finished documents on a beautiful afternoon at her condo on the ocean. The process was difficult for her. Not because she had much to do; I did the hard work for her. But she Read More
¿Realmente Necesita un Abogado para Escribir un Testamento?
Puede elegir de muchos servicios en línea o “kits” de formularios de Testamento o Fideicomiso (fondo fiduciario) que son mucho menos costosos que un abogado. Entonces, ¿vale la pena pagarle a un abogado para escribir su testamento? Bueno, un abogado puede ser menos costoso al final. ¿Te quitas los dientes tu mismo o visitas a Read More
Online DIY Wills & Trusts: Do you need an attorney to write a Will or Trust?
You can choose from many “do-it-yourself” Last Will and Testament or Trust form kits or online services that are far less expensive than an attorney. So, is it worth the money to pay an attorney to write your will for you? Well, an attorney may be less expensive in the end. Do you remove your Read More
Personal Representative v. Power of Attorney
One of the most common questions I get when I deliver presentations is: What is the difference between a personal representative and a power of attorney? A personal representative is the person appointed by the Judge who has the legal duty to administer the probate estate of the deceased person. If the deceased person (decedent) Read More