OUR WRITING / BLOG

Old estate planning challenges have been exacerbated by the pandemic. New estate planning challenges have emerged. My approach to estate planning will forever be changed. Here is some of what I have learned. 1. Your heirs will need to have patience. Probate is a document intensive process to pass assets from your name to the […]

Son Elderly Father Cane

Covid-19 has been devastating for our elders. Our parents and grandparents, aunts and uncles, are suffering terribly from loneliness and fear. I hear about my older clients and family friends saying, I would rather die than live like this. Is the generation that survived the Great Depression, World War Two, the Cold War, and the […]

Life-time Funds for Disabled People

Retirement Accounts and Special Needs Trusts By Evan J. Krame At the end of 2019, the law governing retirement account distributions changed significantly. Until the passage of the SECURE Act, beneficiaries might qualify to stretch out an inherited IRA account over their lifetimes. Now, most designated beneficiaries have no more than ten (10) years to […]

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