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Are My Documents Still Valid After I Relocate?

We practice in a community where many residents have relocated from other states, so we are frequently asked whether documents created in one state continue to be effective when the principal moves to another state. While we cannot speak to other states’ laws, the...

When Should You Update Your Estate Plan?

Estate Planning Review Tips Estate planning documents should be based on your personal circumstances and goals, which usually change over time. Federal and state laws that affect your plan also change over time. If you already have an estate plan in place, good for...

Estate Planning with Retirement Accounts: Part One

Part One: The New Landscape At the beginning of 2020, the SECURE Act (Setting Every Community Up for Retirement Enhancement) went into effect. The SECURE Act substantially changed how inherited retirement accounts are taxed. The purpose of those provisions of the Act...