Can people complete their estate planning during the COVID-19 crisis?
Yes. Our firm, which was formed in 2002, always sees an uptick in client calls or initial estate planning meetings when there are national events, economic changes or crises that cause us to wonder how we can be more prepared. The worldwide COVID-19 pandemic has been no different. Over the past five years, we have invested a great deal of capital into secure infrastructures that allow us to initiate the estate planning process remotely. From simple telephone conferences to video conferences involving Zoom, Teams and Facetime, there has certainly been an uptick in virtual client meetings. In a normal week, 90% of our meetings are in person. Last week, we...
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A common misconception about estate planning is only “wealthy” people need it. In reality, there are countless benefits associated with having a comprehensive estate plan no matter your tax bracket. In most situations, it is far less costly to have...
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Anyone who has access to the internet can google their County Assessors website and search your name on the property records. This means that in a few mouse clicks, anyone, including someone with bad intentions can find out where you...
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TSA Pre✓® is an expedited screening program that enables identified low-risk air travelers to enjoy a smart and efficient screening experience. For TSA Pre✓® travelers, there is no need to remove shoes, 3-1-1 liquids, laptops, light outerwear or belts. Today...
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The SECURE Act, which stands for “Setting Every Community Up for Retirement Enhancement” Act, was signed into law at the end of 2019. The Act takes small but impactful steps towards addressing the country’s retirement crisis by incentivizing small business...
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