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...
Compassionate. Convenient. Comprehensive.
Compassionate. Convenient. Comprehensive.
Taxes and Finances
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...
Pandemic Opens Financial Options for Estates
On Behalf of Simpson Law, PA | Sep 28, 2020 | Estate Planning, Taxes and Finances
Some taxpayers might be able to take advantage of certain estate-planning strategies as a result of the economic climate. Talk to an estate planning attorney to find out if any of these strategies would benefit you.
Think Twice Before Transferring Your Home to Adult Children
On Behalf of Simpson Law, PA | Aug 17, 2020 | Estate Planning, Probate, Taxes and Finances
Your home might well be your biggest asset. Many times, parents think about giving their home to their adult children outright while the parents are still alive, or adding their names to the deed. While doing so might avoid probate when you pass, it’s also likely to...
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.