Heirlooms in Estate Planning

/ By: Lantz Law, Inc.

Category: Estate Planning, Trusts, Will

Heirlooms, such as jewelry or antiques, can often be more valuable to families than money or other assets. There can be very special sentimental value attached to something passed down over generations. So, not surprisingly,...

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Special Needs Fairness Act Becomes Law

/ By: Lantz Law, Inc.

Category: Blog, Trusts

In December, 2016, Congress passed and President Obama signed the Special Needs Fairness Act. Why is this such a big deal? Anyone who has special needs or who knows someone with special needs will understand...

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New Year’s Resolution Checklist

/ By: Lantz Law, Inc.

Category: Blog, Estate Planning

Make a New Year’s resolution to review your finances to assure your estate plan is in good shape. 1. Beneficiary Designations. Make sure the beneficiary designations of IRAs, 401-Ks, and life insurance policies are up-to-date...

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