As estate planning lawyers, we know that our clients’ goals are always to preserve their assets in such a way that it benefits them after retirement while also providing for their loved ones when they’re no longer here. To accomplish that, there are three dynamics that must be addressed in order to have a more complete long term estate plan solution. Those three points include tax planning, financial planning and legal planning. Our team works closely with experts in the financial and tax … [Read more...] about The 3 Elements that Define Estate Planning
3 More Estate Planning Truths
Many make the wrong assumption about estate planning. Whether they believe it’s not necessary because the family is close or maybe someone believes he doesn’t have an estate, the reality is, everyone needs an estate plan. Their needs just differ. Here are a few more estate planning truths. Remember, an estate plan provides directions on how your estate should be divided. It provides clarity and eliminates potential problems. Probate Confusion Probate confusion often comes from … [Read more...] about 3 More Estate Planning Truths
Are the Kids Prepared for What Your Estate Planning Documents Reveal?
New data came out last week and some of the numbers were surprising. As estate planning lawyers, we know how important a healthy dose of transparency is when it comes to wills, trusts, insurance policies and other crucial documents. Unfortunately, only around 55% percent of American parents even have a will in place. Do your kids – whether they’re adults or minors - know where to find your estate planning documents? Close to one-third of parents have no estate planning documents in place – … [Read more...] about Are the Kids Prepared for What Your Estate Planning Documents Reveal?
Free Report: 20-Somethings Need Estate Planning, Too
Recently, we saw one Hollywood family suffer through an unthinkable tragedy. After months of lying unresponsive in a coma, Bobbi Kristina Brown passed only a few short years after her mother’s passing from a similar accident.” Now, the world is witnessing both sides of family self-implode. No one agrees on the estate, who will oversee it and even the value of the estate. It’s certain to be big considering she’d received the entirety of her mother’s estate after Whitney Houston’s … [Read more...] about Free Report: 20-Somethings Need Estate Planning, Too
Free Report: 4 Reasons Why New Hampshire Estate Planning In Your 30s Is Important
This is the time we should be focused on retirement and estate planning. Many of us begin having children in our thirties; we have to plan for their future as well. We don’t abandon the “you only live once” mentality for a more future-focused mindset; we just…balance it better. Here are 4 reasons why estate planning your 30s is important. Topics covered in this report include: Small Investments GrowMedical ConsiderationsCare for Our ChildrenRetirement Click here to read the … [Read more...] about Free Report: 4 Reasons Why New Hampshire Estate Planning In Your 30s Is Important
Same Sex Marriage and Estate Planning
Many wondered if it would ever happen and just the other day, it did. The historic Supreme Court decision over Obergefell v. Hodges, affirmed a constitutional right to marriage for same sex couples in every state. While it’s being celebrated around the nation, many estate planning lawyers – ourselves included – are focusing on how we can better assist our clients who are now preparing for marital bliss. Let’s take a look at the many important decisions couples will be making moving forward. A … [Read more...] about Same Sex Marriage and Estate Planning
Estate Planning for the Introvert
There’s a movement, actually, it’s a quiet movement, in the U.S. As it turns out, more people are beginning to own their “introverted-ness”. To state it that way suggests there’s something about introverts that should be hidden; kept out of sight. Indeed, many introverts say they have kept their preferences for a quieter lifestyle under wraps. It’s not that there’s anything to be ashamed of; rather, it’s about the confusion that often surrounds just the word. Introverts are those who prefer a … [Read more...] about Estate Planning for the Introvert
New Hampshire Estate Planning for the New Year
New Hampshire Estate Planning for the New Year from Daniel DeBruyckere Consider storing a copy with your estate planning documents or in another safe place that your loved ones would know to look. Learn more about New Hampshire Estate Planning in this presentation. … [Read more...] about New Hampshire Estate Planning for the New Year
Maryland Estate Tax Changes
If you live in Maryland, odds are, you have one frustration in common with New Jersey residents: these two states are the only ones that straddle residents with both an estate tax as well as an inheritance tax. Fortunately, a new Maryland law puts into place incremental increases in your estate tax exclusion. This is one reason why now is a great time to review your estate plan. Increasing Exclusion Amounts You may recall that the state’s exclusion amount was at $1 million. Now, though, … [Read more...] about Maryland Estate Tax Changes
Another HIPAA Delay Makes Medical Power of Attorney Crucial
For three years, we’ve heard how phase 2 of the HIPAA compliance regulations will “soon” be put into place. Now, though, during a conference last week, the Office for Civil Rights told those in attendance that the program is still “under development”. Attorney Alessandra Swanson, who is an OCR team leader from the agency's Chicago office, declined to comment on a timeline or when the new HIPAA audits might begin. The audits help ensure those safety mechanisms are in place and working as they … [Read more...] about Another HIPAA Delay Makes Medical Power of Attorney Crucial






