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Question: What is the SECURE ACT and how might it affect my retirement benefits?

Question: Why would I need to put my house into an irrevocable trust?

We live in a modern world where blended families are becoming more and more common. A blended family is one made up of two spouses where at least one spouse has children from a previous marriage or relationship.

Question: I am the nominated executor of my friend’s estate. If I am appointed as executor, would I get paid for the work I do?

The best way to manage your own affairs while you are alive and to provide properly for your beneficiaries at your death is to have an estate plan. There is a distinction between having a “plan” and having documents.

Question: As a “millennial”, when is it a good time to start thinking about estate planning? Do I need to accumulate assets before considering planning for my future?

For many clients the idea of creating and funding an Irrevocable Trust with an end goal of protecting assets should the need for long term care arise raises questions and concerns about the potential tax implications.

Question: My dad died. He was remarried and survived by a wife and two children from that marriage. I’m a non-marital child. There is no last will and testament. I think he owns some property in his own name but everything else is joint with his wife. What happens now? What rights do I have?

Question: I have a daughter that is 18 years old and has Autism. I know that I need to become her guardian to make decisions for her, but I am not sure about the options. Can you explain them to me?

My husband and I did Last Will & Testaments when our children were young – probably about 20 years ago. Is there any need to update?