On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed into law with an effective date of January 1, 2020.  The Act includes a number of beneficial changes:  the required beginning date for required minimum distributions has been increased from 70.5 to 72 years of age, and it eliminates…

At Burroughs Elijah law firm, our attorneys work with special needs beneficiaries and their families to develop legal strategies designed to (1) nominate individuals who can make important financial or health care decisions for disabled persons, and (2) avoid a possible interruption in means-tested benefits, including Supplemental Security Income (SSI) and Medicaid, that may result…

Estate Planning is a complex process that involves much more than simply signing documents. A successful estate plan requires an intimate understanding of family dynamics, finances, and personal goals. In order to assure that estate planning goals come to fruition, individuals should take the time to review their estate plan at least once every 5…

Seniors come to us, often brought by their children or children-in-law, when mental incapacity has set in, and although they appear to have willing and able family members who can take care of them, assist with making personal care and living decisions, or manage their finances, these seniors do not have the necessary Power of…