by Annette Hines | Dec 30, 2019 | Estate Planning, Parenting, Qualified Retirement Plans, Special Needs Trust, Stretch IRAs
Estate Plans with Special Needs Trusts need updating! The SECURE Act was signed into law on December 20, 2019. Bottom line: if you have a special needs trust as part of your estate plan, your plan needs updating. You have probably been inundated with...
by Annette Hines | Nov 26, 2019 | Estate Planning, Parenting, Special Needs Trust
In my practice over the past 20 years (yikes), the clients I see are increasingly well-informed and smart, savvy consumers of our legal services. This is largely due to the Internet and the wide availability of information, as well as a new generation of people more...
by Annette Hines | Jan 7, 2019 | Estate Planning
It’s Your Money It should be possible to leave your assets when you die to whomever you want. We live in a country with little of the forced inheritance laws found in many countries. What little we do have is generally about not disinheriting the surviving spouse....
by Annette Hines | Dec 27, 2018 | Estate Planning, Special Needs Planning
$15,000 … or maybe more The deadline for making a 2018 contribution to someone’s ABLE Account is fast approaching: Monday, December 31, 2018. In case you don’t already know, an ABLE Account can be a very useful supplement, or in some cases alternative, to a...
by Annette Hines | Dec 19, 2018 | Estate Planning, Special Needs Planning
Tidy up your estate and financial planning for the new year! Herewith a few things to think about as New Year’s resolutions to get done in January, and a few to get done before the end of 2018. Review your estate plan. Check over who you have listed as health care...
by Annette Hines | Oct 12, 2018 | Estate Planning, Special Needs Planning
I hate to post such upsetting news, but bad people are part of the world we live in. We can’t let them paralyze us and cause us to trust no one, for then they “win” by ruining our lives. But it is a reminder that reasonable prudence is the order of...
