Estate Planning for Crypto-Assets Part 2

This is Part Two of a two-part blog. Part One was designed to educate readers about crypto-assets and the lexicon of associated terms. Part Two is a discussion of the challenges of estate planning for crypto-assets and some ideas for overcoming those challenges. 1 A set of unique challenges arise when it comes to estate planning […]

SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts

capital building

By Natalie Roberts, J.D., LL.M. in Taxation On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, effective January 1, 2020, is the most significant legislation affecting retirement accounts in decades.  The SECURE Act has several positive changes: It increases the required beginning date […]

Back to School Preparation: Not JUST About the School Supplies

School is back in session, and that means it’s time to get a plan in place – and I don’t just mean a lesson plan. With shopping for supplies, class schedules, and attending school functions likely dominating your to-do list, it’s easy to forget about one of the most important factors for keeping your child […]

Five True Stories About “Do-It-Yourself” Estate Planning Gone Terribly Wrong

Natalie Roberts Tampa Fl

Thanks to the continuing advancements in technology, today’s generation knows a thing or two about being resourceful. Most answers to our pressing questions are quite literally at our fingertips– so much so, in fact, that this “do-it-yourself” mentality has flowed over to legal documents, a risky enterprise, indeed. There are countless software programs and websites […]