Written by Michele Gartland on February 21, 2023
Today, so much of our lives are online. We have social media accounts, document storage, banking and daily communication across multiple devices. Almost all of us have an active digital footprint. Digital Assets generally include any electronic record in which you have a right or interest, including any asset or liability which is itself an … Continue reading What are Digital Assets and Why is Planning for Them in Your Estate Plan So Important?
Read moreWritten by Michele Gartland on August 8, 2022
By Michele D. Gartland If you’ll be dropping off your son or daughter on a college campus this fall, you probably have a long checklist of items. Along with the dorm supplies and books, you should add certain essential documents—giving you the legal authority to act on behalf of your child for financial and medical … Continue reading Four Essential Documents for Your College Bound Children
Read moreWritten by Michele Gartland on March 25, 2022
For many people, their retirement savings is one of their largest assets, and the rules for how these assets are passed to beneficiaries has changed significantly with the passing of the SECURE Act at the end of 2019. An IRA or 401(k) typically does not pass through an individual’s Will. In most cases, it passes … Continue reading Estate Planning for your Retirement Assets
Read moreWritten by Michele Gartland on June 2, 2021
We love meeting with clients to execute their estate plans. Clients have a well-deserved sense of accomplishment that they’ve asked the hard questions, made the right decisions, and now have a plan in place. They have peace of mind that their family will be provided for and their wishes will be carried out. However, there … Continue reading What’s Next After Your Estate Plan Has Been Signed
Read moreWritten by Michele Gartland on
This past year has been a year like no other, but in spite of what’s been going on, life has gone on too, and there may have been big events in your life – the buying of a new house, the birth of a child, becoming a grandparent (for the first or tenth time), a … Continue reading It’s A Good Time to Review Your Estate Plan
Read moreWritten by Michele Gartland on December 2, 2020
By Michele Gartland While election results are in, as of this writing they are still being contested and much in terms of tax policy remains uncertain. Any changes may hinge on the composition of the Senate which is subject to the two Georgia runoff races in January. Potentially at stake are: (1) a reduction in … Continue reading Tax and Estate Planning
Read moreWritten by Michele Gartland on July 15, 2020
We’ll talk about it another time. I don’t know where to begin. We’re not wealthy enough to need one. Those are just a few of the reasons why family members often put off conversations about estate planning. In fact, the prevalence of estate planning has trended in the wrong direction in recent years: While almost … Continue reading Seize the Moment and Create Your Estate Plan
Read moreWritten by Michele Gartland on April 6, 2020
With the degree of uncertainty we are all facing, now is an appropriate time to make sure you have completed your estate plan, updated it as you would like, and have all the necessary documents in place. Especially critical are the Appointment of a Healthcare Agent and your Power of Attorney. These documents should be … Continue reading Estate Planning – Important Documents
Read moreWritten by Michele Gartland on February 11, 2020
By Michele Gartland and Marianne Cirillo (Final installment) Estate Taxes and Gifts In part one and part two of this article, we covered wills, powers of attorney, healthcare proxies, and trusts. Now let’s discuss estate planning techniques that occur outside of these documents. Let’s start with some background information. When a person dies, his or … Continue reading Estate Planning for Families – Part Three
Read moreWritten by Michele Gartland on November 6, 2019
(Part two of three installments) Part one of this article discussed the importance of wills, powers of attorney, and healthcare proxies as part of any effective estate plan. In this section, we will discuss the value of trusts as an additional estate planning component. Revocable Trusts There are many types of trusts, but the two … Continue reading Estate Planning for Families – Part Two
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