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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Estate Planning
Who Can Access A Safe Deposit Box After Death?
by ssimpson | Jun 24, 2021 | Estate Planning
If you have a safe deposit box, do you know who can access it after your death? This question becomes even more crucial if you are currently or plan to store estate planning documents in a safe deposit box. Your agents will need to access those documents, and if they...
Storing Your Finalized Estate Planning Documents
by ssimpson | Jun 13, 2021 | Estate Administration, Estate Planning
Once your estate planning documents are finished and signed, you need to store them securely but also be able to access them when needed. For most people, storing these documents in a safe deposit box is not necessary and may actually cause issues if you should pass...
Addressing Retirement Delay
by ssimpson | May 20, 2021 | Estate Planning
After a year or more of job losses or underemployment due to the pandemic and lockdowns, older adults may be looking at retirement very differently. The current full retirement age set by the Social Security Administration is 66 years and 2 months for adults born...
Estate Planning in 2021: The Pandemic and its Aftermath
by ssimpson | Apr 18, 2021 | Estate Planning
For many of us, the pandemic and resultant lockdowns forced us to examine (or reexamine) our estate planning. What does this look like for you? What changes might you expect? Let’s take a look. Medical Decisions First, many of us have been forced to confront difficult...
Demands for Wills Surged During Pandemic
by ssimpson | Mar 25, 2021 | Estate Planning
The COVID-19 pandemic triggered a rise in estate planning, and yet too many Americans still aren’t planning ahead. In the spring of 2020, news reports were rife with stories of advisors experiencing a surge in demand for wills and estate planning. Power of attorney...
When to Sell Your Parents’ Home
by ssimpson | Mar 10, 2021 | Estate Planning
What are the tax consequences of selling the family home? When should you sell your parents’ or grandparents’ home? This is an enormous decision and may come with added stress, anxiety, and grief, especially if you or your parents have an emotional connection to the...
Looking Toward Potential Estate Planning Changes
by ssimpson | Feb 19, 2021 | Estate Planning, Legislation
Tax changes are expected under the new administration. We don’t know how quickly President Biden will move to enact his tax proposals, or whether the Democrats’ thin margin in Congress will be a moderating force. Many analysts believe that economic recovery will be...
Home Healthcare Increase Potentially On the Way
by ssimpson | Feb 4, 2021 | Elder Law, Estate Planning
There may be help on the way for seniors, particularly those who are interested in using, or are already using, home healthcare options. According to the Wall Street Journal, President Biden’s proposed infrastructure plan would set aside $400 billion to allow more...
Court OK’s Prenup-Turned-Post-nup
by ssimpson | Jan 20, 2021 | Estate Planning
Prenuptial agreements are a useful way for a soon-to-be-married couple to protect assets they are bringing into a marriage. Essentially, these are contracts that lay out exactly what each spouse is entitled to (and obligated to do) in the event of a divorce. If you...
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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
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