Category Archives for "Family Estate Planning"

Mar 19

Power of Attorney – What is it and Is It Enough?

By Beverly Davidek

Power of Attorney (POA) is a document that grants a specific person, called an agent, the authority to make important decisions on behalf of another person, called the principal.  There are many different kinds of power of attorney. The scope of the authority the principal grants to the agent can be very broad or quite […]

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Feb 23

Common Estate Planning Issues You Must Navigate When Contemplating a Second (or More) Marriage

By Beverly Davidek

These days, second and even third marriages are fairly commonplace. And the estate planning issues that arise from multiple marriages can be highly complex and confusing. So, how do you navigate estate planning for a blended family? Merging two families into one presents unique legal and financial challenges that can cause significant conflict and distress unless […]

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Feb 16

How Will The New Tax Law Affect Your Family

By Beverly Davidek

President Trump signed the new Tax Cuts and Jobs Act bill into law on December 22, 2017, and the law includes a number of historic changes to the federal tax code. However, the vast majority of the most dramatic changes are aimed at business taxation, not individual taxpayers. So, how will the new tax law […]

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Feb 16

Same-Gender Couples Still Face Legal Challenges Over Parental Rights—But Protections Via Estate Planning (Outside of Adoption) Are Available

By Beverly Davidek

Can same-gender couples use Estate Planning for parental rights? In 2015, when the Supreme Court ruled that same-gender couples had the right to marry, the LGBTQ community celebrated a huge victory. With the issue of marriage settled, it looked as if same-gender couples were finally going to have equal standing with heterosexual couples in the […]

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