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Blog posts tagged with "estate planning"

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Don’t Panic: Estate Planning in a COVID-19 World

By Sarah Baker   |  April 6, 2020

As estate planners, we regularly confront death and are uniquely aware that, for better or worse, we as humans are never guaranteed another day. That fact, however, has never been more apparent to the rest of the world than it is right now. If you have put off your estate planning, please do not panic in these uncertain times by using a do-it-yourself website to create an estate plan. We recognize you may not want to leave your home. We can meet with you over the phone or virtually to get this process started.

COVID-19 and Estate Planning: The Importance of Having an Updated Plan in Place

By Nicole Hawks   |  March 25, 2020

COVID-19 has us all thinking differently. Last month, we were going about our day-to-day lives focusing on our work, projects, community involvement, parties, gatherings, and vacation-planning, to name a few. Now, the focus has completely shifted to our health,  financial, and mental well-being.  One question that comes to mind-if I or my family member gets sick, do we have a good estate plan in place to protect our family?  Unfortunately, setting up an estate plan is one of those items that we tend to put off.  It’s been on the yearly to-do list for years and years but we just haven’t gotten around to it.  Well, now is the time to get around to it.

Big Changes for Your Retirement Planning - The New "Secure Act"

By James Lanham   |  January 27, 2020

If you have designated a trust as your retirement plan (including IRAs) beneficiary, please contact your Critchfield attorney to have your trust reviewed for compatibility with the new Secure Act provisions.

Medicare Rates—What You Need to Know to Avoid Overpayment

By Nicole Hawks   |  January 8, 2020

Did you know there are income brackets for Medicare? There are, and the brackets are NOT identical to income tax brackets. Attorney Nicole Hawks shares insights into the Medicare bracket system and strategies for avoiding a bump into a higher bracket for both single and married seniors.

The Importance of Updating a Will After Marriage

By Nicole Hawks   |  May 14, 2019

Almost everyone knows (or has heard) of the importance of having (at least) a will in place. It is a simple estate planning document, but is extremely important to make sure your wishes are carried out after your passing.

Should I get Remarried? Elder Law Issues Surrounding Remarriage (Part 2 of 2)

By Ann Salek   |  May 2, 2019

A second marriage later in life can trigger several issues regarding who will receive assets upon one spouse's death. However, additional issues may arise related to a spouse needing long term care (nursing home/assisted living).

Should I get Remarried? Estate Planning Issues Surrounding Remarriage (Part 1 of 2)

By Ann Salek   |  April 18, 2019

As people live longer, remarriage becomes more and more common. People may lose their spouse or divorce while still contemplating a long life ahead for themselves. Statistics show that the largest population of people getting remarried are in the age

Charitable Donations Through IRA Planning

By Ann Salek   |  October 5, 2017

Planning your estate is the ideal time to consider your philanthropic goals. Once you establish your goals, you can then work with a planner to determine the most financially savvy and expeditious avenue to accomplish those goals.

Keywords: estate planning

Why Does Everyone Tell Me to Avoid Probate?

By Ann Salek   |  March 7, 2017

Probate is a court procedure that enables your estate assets to transfer to your heirs. When you pass, the "title" to certain assets cannot transfer to your heirs unless your Will is probated.

Estate Planning for Parental Nightmares: What if Junior is a Substance Abuser?

By James Lanham   |  December 29, 2016

The Substance Abuse and Mental Health Services Administration tells us that in 2014, 22.5 million Americans aged 12 and older self-reported needing treatment for alcohol or illicit drug use.

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