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Legacy Planning: The Ultimate Gift

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What’s New in SECURE 2.0 Act of 2022?

In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.

01/22/23 • by: Law Office of Michelle Adams

Everyday Activity of Climbing Stairs Can Improve Health

If you live in an apartment building or a multi-story house, you may dread taking the stairs each day. And, if you're older, you might think that dodging the stairs means you're less likely to stumble and trip. However, in reality, walking up a couple of flights of steps actually does plenty to preserve your balance as you age.

01/16/23 • by: Law Office of Michelle Adams

Where Should an Estate Plan Be Stored?

Safeguarding legal documents and providing access to this information is a big consideration in your caregiving plan.

01/16/23 • by: Law Office of Michelle Adams

What’s an Annuity?

A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.

01/16/23 • by: Law Office of Michelle Adams

What Is Included in an Estate Inventory?

One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.

01/16/23 • by: Law Office of Michelle Adams

What Is a Digital Asset for Estate Planning?

At any given time, the average American maintains between 30 and 50 online accounts. Examples of these databases include financial institutions, utility companies, email providers, social media outlets, and travel sites.

01/16/23 • by: Law Office of Michelle Adams

When Is a Family Limited Partnership Needed?

You don’t have to be ultra-wealthy for a family limited partnership to make sense.

01/04/23 • by: Law Office of Michelle Adams

What Is a ‘Residuary’ Estate?

In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.

01/04/23 • by: Law Office of Michelle Adams

Does My Estate Plan Need an ‘ePlan’?

At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.

01/04/23 • by: Law Office of Michelle Adams

Do I Need to Name a Life Insurance Beneficiary?

What Is a Beneficiary and How Do I Name One?

01/04/23 • by: Law Office of Michelle Adams

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Regardless of your income level or celebrity status, everyone will leave a legacy. And author Michelle Adams helps you to be intentional about building a strong family legacy. Order a copy today!

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Law Office of Michelle Adams

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Denver, Colorado 80238

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