Estate planning may seem like something that parents or older adults worry about because they are statistically more likely to need them than young people are. Young professionals who have achieved success in their careers may not see the value of creating an estate...
We have expanded our options for remote consultations and virtual meetings.
Please contact our office to discuss what meeting option best fits your situation.
Virtual Appointments
Principled Advocacy For Families And Individuals With Disabilities And The Professionals Who Serve Them
Month: July 2024
Corporate Transparency Act Beneficial Ownership Information Report
Federal legislation effective January 1, 2024, requires most small businesses, including PLLC’s and professional corporations, to submit a report to the U.S. Department of the Treasury’s Financial Enforcement Network (FinCEN). This legislation, the Corporate...
Don’t put off special needs estate planning
Many people put off estate planning. In fact, the majority of Americans have yet to craft their own estate plans. Many of them say they will do it in the future. The issue isn’t that they do not want an estate plan, but just that they are procrastinating. This is a...
How a 529 plan can be a valuable estate planning tool
A key goal for many people when they create their estate plan is to help cover the cost of their grandchildren’s education. There are a number of ways to do that. One of them is putting assets in a 529 education savings plan. While a 529 plan isn’t technically part of...