The Power of a Power of Attorney by Allyson S Heller
In a world where many of us have Coronavirus-related fears, a power of attorney is more important than ever, especially if a person becomes incapacitated. A power of attorney allows...
Keeping Up With Your Estate Plan
By Allyson S. Heller
As we slowly and tentatively begin the process of emerging from lockdown and embracing the new normal in this time of uncertainty, it may be a good time for you...
In Sickness and Health: Planning for Today and Beyond
By Allyson S. Heller
“Planning is bringing the future into the present so that you can do something about it now.” ~ Alan Lakein During this time of unprecedented uncertainty, it can be difficult to...
Common-Law Marriage and Your Estate Plan
By Allyson S. Heller
In light of the new regulations brought on by the Coronavirus, many people have found themselves self-quarantined with their spouses and significant others, which brings to mind a topic that...
Estate Planning in the Era of COVID-19
By Allyson S. Heller
In light of the uncertainty caused by the Coronavirus, many people are scrambling to get their affairs in order. In recent weeks, new and existing clients alike have reached out...
Major Law Change: The SECURE ACT
There has been a major change in retirement planning, which may affect your estate plan. The Setting Every Community Up for Retirement Enhancement (SECURE) Act was officially signed into law...
Trusts and Taxes
It’s that time of year…tax season. When most of us think of tax season, we think of our individual and business tax returns since these are the most common tax...