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...
Compassionate. Convenient. Comprehensive.
Compassionate. Convenient. Comprehensive.
Month: June 2022
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...
Recent Posts
Archives
- June 2022
- May 2022
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- June 2018
- May 2018
- April 2018
- March 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- June 2017
- March 2017
- February 2017
- July 2016
- April 2016
- March 2016
- February 2016
- January 2016
Categories
RSS Feed
Our Legal Resources
What Our Clients Say
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.