Family Wealth and Estate Planning
Assisting clients with preparing and executing Durable Powers of Attorney (for access to financial resources and related decision making authority), Living Wills and Health Care Proxies (for the ability to make and communicate health care decisions for someone who is otherwise unable to make those decisions), assistance with long term care planning for individuals who may be subject to long term effects from COVID-19 related illness, and other planning concerns.
- 5-8-20 Coronavirus Economic Impact Payments – IRS Guidelines for Returning Economic Impact Payments Issued to Deceased Taxpayers
- 4-9-20 Estate Planning during the COVID-19 Crisis - Part 2
- 4-8-20 Estate Planning during the COVID-19 Crisis - Part I