A New Era of Estate Planning in the Age of Covid-19 The spread of Covid-19 has caused a huge spike in the number of people looking to get their estate planning done immediately. This is not surprising given the number of people who have not done their estate plans yet. But what may be spreading…
‘It isn’t possible to love and part.’ In my last personal note from May 2019, I spoke of the Big Bad Wolf: “Here’s the thing. We don’t know when the Big Bad Wolf will come to our doorstep, but we all know that he will come one day. And when he does, we also know…
A trustee is a party responsible for the management, investment, and distribution of the property or assets within a trust. This will involve the oversight of trust administration, accounting, taxes, serving beneficiaries, and so on – in a manner that is impartial and transparent. It is encouraged to all our clients to select a professional…
A Checklist for Passing on Assets to Beneficiaries Maybe because it isn’t pleasant to consider our own mortality, it is oftentimes too easy to delay the creation and maintenance of our estate plans. Nevertheless, establishing your final wishes and intentions in a clearly stated and understood way through the legal documentation found in an estate…
On May 23, 2019, the U.S. House of Representatives passed important retirement legislation called the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The Senate is likely to pass the bill and the President expected to sign as well. Under HR 1994, there are 3 important issues for estate planners and financial advisors to…
A trust, simply put, is a fiduciary arrangement intended to help you manage your wealth and assets in accordance with your wishes in the event of your death or incapacitation. A trust allows a third party, or trustee, the legal authority to manage, maintain, and distribute assets directed by the contents of the trust or…
“Our young children are our lives and our greatest blessings. They mean everything to us and everything we do is with them in mind. They are our past and future put together, and they reflect all of our hopes and dreams combined. As parents of little ones ourselves, we know full well the deep love…
The primary goal of your estate plan is the overall protection of wealth and assets in the event of your death or incapacitation. It ensures your assets may be distributed, as you see fit, through a will or trust agreement. However, in order to accomplish that goal, it is vital any and every asset is…
At its heart, an estate plan is deciding what would happen to your property and wealth in the time following your incapacity or death. It identifies who you would like to manage your assets, the beneficiaries of said assets, and can establish your final wishes in regards to how those assets will be distributed. Estate…
Since we opened our doors back in 2015, we have never once increased our prices. That’s pretty much unheard of in our industry and something we are very proud to have been able to offer to our clients for so long. Beginning in January of 2019 though, we will be expanding our estate practice as…
Bridge Law LLP remains at the forefront of updates related to the government $2tn stimulus. Please provide your contact information so that we may keep you up to date with the most relevant information to help support you and your business.
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