by oedayton | Jan 30, 2023 | Uncategorized
Do you hold any accounts as legal custodian for a minor, or alternatively, do you own a 529 account with a minor designated as the beneficiary? These are common strategies available for people who desire to provide for their minor children, grandchildren, or other...
by oedayton | Jan 30, 2023 | Uncategorized
Ever since January 2020, we’ve been working with our clients to update their estate plans to comply with the SECURE Act, which significantly impacted how retirement accounts are inherited after the account owner dies. It was complex legislation that led to more...
by oedayton | Nov 23, 2022 | Uncategorized
The season for gratitude, counting your blessings, and spreading holiday cheer officially kicks off with Thanksgiving Day. Across the country, families are coming together to celebrate–many of whom may not have all been together in person since before the COVID...
by oedayton | Oct 18, 2022 | Uncategorized
October 17-23, 2022 is “National Estate Planning Awareness Week” so it seemed like the perfect time to remind everyone the importance of having your “ducks in a row” with regard to your estate plan. As estate planning lawyers, we’re...
by oedayton | Oct 12, 2022 | Uncategorized
Have you ever thought about what will happen to your various high-tech assets and digital accounts after you pass away? While you may not realize it, almost everyone has some digital assets to consider. Computers, smart phones, tablets, video game systems and...
by admin | Aug 2, 2022 | Uncategorized
Navigating long term care, and specifically, the Medicaid system, is a complex, ever-changing topic – and it’s one that people often prefer to ignore rather than try to understand! Don’t make this mistake. If your loved one is currently residing in a long term care...
