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...
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Compassionate. Convenient. Comprehensive.
Spencerville Estate Law Blog
Retirement Reform May Affect You
by ssimpson | 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...
Don’t Let Inflation Derail Your Estate Plans
by ssimpson | 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...
Strategies for Gifting to Grandchildren
by ssimpson | 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...
Preparing for an Estate Planning Meeting
by ssimpson | Oct 20, 2021 | Estate Planning
When preparing to create or modify estate planning documents, many clients are at a loss for where to begin. There are so many questions that pop up once you start the process that it’s easy to become overwhelmed. When you’re getting ready to meet with your estate...
What Happens When Wishes Are Ignored
by ssimpson | Oct 10, 2021 | Advance Directives
A not-uncommon anxiety from many who are creating their estate documents for the first time is the concern that your wishes will be ignored or misunderstood. There’s often a desire to lay out everything you can possibly think of and to account for every scenario. More...
Moving Your Estate Plans
by ssimpson | Sep 29, 2021 | Estate Planning
It’s easy to forget even big things in the hustle and stress of moving. There’s a lot to think about, and probably at the bottom of your Moving To-Do List is updating estate plans. But once you’re settled in your new location and everything’s finally unpacked, set...
Charitable Planning
by ssimpson | Sep 9, 2021 | Estate Planning
Charitable gifts and donations can be a great way to extend your legacy. While drafting or revising your estate plans, consider whether you would also like to leave a donation or bequest in your Will or Trust. There are multiple ways to make this happen. Donations and...
Life Events and Estate Planning
On Behalf of Suzanne Simpson | Aug 22, 2021 | Firm News
After the nightmarish year of 2020, many American adults still do not have even a basic simple Will. According to surveys conducted by Caring.com, middle-aged and older adults are still less likely to have a Will or Trust now (2021) than a year ago. An interesting...
Estate Planning and Digital Assets
On Behalf of Simpson Law, PA | Aug 12, 2021 | Estate Planning
In a world gone increasingly remote, managing your digital assets has become an even more important part of estate planning. From email accounts, to digital photos, and cloud-based storage, almost everyone owns some kind of digital asset. Terms-of-service agreements...
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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.