5 Ways Your Will Can Become Useless, Or Close to It
Is having an out-of-date will better than having no will at all? While wills do not have expiration dates, certain changes can render them useless.
Introducing: QuickPlan for Expedited Estate Planning
QuickPlan is here. We are offering expedited estate planning services for a limited number of clients each month. Our QuickPlan service will move you through the estate planning process quickly so you can remove “will” or “trust” from your to-do list. This service is primarily intended for health care providers, first responders (police/fire) and others workers…
Partners Selected for RI Monthly Excellence in Law
Our partners, Kristen Moonan and Amy Stratton, are honored to be recognized by Rhode Island Monthly’s Excellence in the Law listing for the second year in a row! They were each noted for excellence in the category of “Wills, Trusts and Estates.” Rhode Island’s top attorneys are chosen to receive the Rhode Island Monthly honor…
How to Avoid Problems as a Trustee
Being a trustee is a big responsibility and if you don’t perform your duties properly, you could be personally liable. That’s why it’s important to hire the right people to guide you in this important role.
Prenuptial Agreements Can Be an Estate Planning Tool
As more and more people marry more than once, prenuptial agreements have become an important estate planning tool. Without a prenuptial agreement, your new spouse may be able to invalidate your existing estate plan.
Pandemic Relief: Retirement Account Owners Do Not Have to Take Required Distributions in 2020
Retirement account owners, many of whose retirement balances have been pummeled by a stock market drop due to the coronavirus pandemic, do not have to take mandatory withdrawals this year.
Seniors Affected by the Coronavirus Pandemic Have More Time to Apply for Medicare or Change Plans
The closure of Social Security offices has affected unemployed seniors who need to apply for Medicare after losing their employer health coverage. These seniors now have more time to enroll in Medicare or change plans.
States May Not Terminate Medicaid Benefits During the Coronavirus Pandemic
Access to affordable medical care is especially important during a health crisis. New federal law prevents states that have accepted increased Medicaid funding from terminating Medicaid benefits during the coronavirus health emergency.
What to Do and Not Do with Your Estate Planning Documents
Creating and executing estate planning documents is just the first step. Once you have completed the documents, you need to know what to do with them.
Three Changes You May Want to Make to Your Estate Plan Now Due to the Pandemic
You may need to reevaluate some elements of your estate plan in light of the coronavirus pandemic. There are unique aspects of this crisis that your current estate planning documents may not be suited to handle.