Compassionate. Convenient. Comprehensive.
Compassionate. Convenient. Comprehensive.
On Behalf of Simpson Law, PA | Nov 19, 2022 | Estate Planning
If you are in a committed relationship but are not married to your partner, estate planning is essential. Unless you each draft a Will, and/or Trust, and designate the other person as a beneficiary, your assets will pass to other family members and your partner will...
On Behalf of Simpson Law, PA | Nov 10, 2022 | Estate Planning
What is a guardianship, and when does it come into effect? A guardianship is a legal designation for a situation where a person is deemed to be incompetent by a Court, and a trusted individual has been appointed by the Court to manage their affairs on their behalf....
On Behalf of Simpson Law, PA | Oct 22, 2022 | Estate Planning
What is the enforceability of handwritten notes in a Will or other estate planning document? This is a common scenario: Family members have a copy of a loved one’s Will that’s been edited with handwritten scratch outs and addendums. Is it legal? Will a court enforce...
On Behalf of Simpson Law, PA | Oct 9, 2022 | Estate Planning
If you’re a hunter, you enjoy recreational shooting, or have family heirloom guns in your collection, you should consider whether your estate plan includes adequate measures for passing on your guns. Without proper planning, your executor or beneficiaries could...
On Behalf of Simpson Law, PA | Jun 26, 2022 | Estate Planning
Early in 2022, Caring.com released the results of their annual Wills and Estate Planning Survey. There are multiple interesting data points in this survey, so let’s take a look at some of the highlights. 2 out of 3 American Adults Do Not Have a Will Even after the...
On Behalf of Simpson Law, PA | Jun 8, 2022 | Legislation, Taxes and Finances
In December 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed and made significant changes to retirement for Americans. Now there is a new bipartisan bill working its way through Congress. Dubbed “SECURE Act 2.0,” this new...
On Behalf of Simpson Law, PA | May 29, 2022 | Estate Planning
In the 2022 Caring.com Wills and Estate Planning Study, inflation is listed as one of the main fears of American adults in how they view their personal finances. When inflation goes up, people tend to perceive their savings and other financial assets as being less...
On Behalf of Simpson Law, PA | May 15, 2022 | Estate Planning, Taxes and Finances
Making financial gifts to your grandkids can be a great way to help your descendants get a good start in life. Depending on the size of your estate, it may also be a tool to maximize gifts to your heirs while reducing the taxes due upon your death. Before giving, be...
On Behalf of Simpson Law, PA | Dec 26, 2021 | Estate Planning
(This is part 2 of 2 posts talking about digital assets. This post discusses what inheritors can do with assets they receive from parents, grandparents, or other family members, while part 1 covers what you can do with your own assets.) What do you do with the photos...
On Behalf of Simpson Law, PA | Dec 12, 2021 | Other
(This is part 1 of 2 posts talking about digital assets. This post covers what you can do with your own assets, while part 2 discusses what inheritors can do with assets they receive.) In this digital age, we accumulate a lot of digital assets now. Photos, documents,...
I've been a client of Suzanne's for almost a decade and, with flexibility and compassion, she has worked with me to adapt my plan to meet my expectations. I trust her advice and highly recommend her services. Donna
Suzanne has been helping me with Power of Attorney and Personal Representative responsibilities for a good friend who died. It turned out to be a rather complicated estate and Suzanne was very patient and thorough in... Probate Client
I lived in VA for 42 years and had worked with two attorneys in an Arlington firm. When I moved to Maryland I asked for a referral. It turned out Suzanne had worked with this firm previously. Not only did I received the same great... Probate Client
Suzanne helped me come up with a plan to pass on my assets to my two children. It was important to me that it was done in such a way that what they inherit will be theirs and can not be taken from them by a divorce, or... Columbia, Howard County Client
Getting a will written, designating a power of attorney - these are all tasks that I knew must be done - but I had been putting them on the back burner. Suzanne made the process simple, quick and painless. Everything was done... President and Founder, Moms, Inc.