The landscape of estate planning is ever-changing, due in part to how frequently new legislation affects IRAs, taxable income, and charitable giving. Our clients often have a lot of questions about this aspect of their estate plan, and we do our best to present them with current news. This is a good explanation of the PATH Act and how it might affect your planning.
If that seems pretty dense to you, you’re not alone! Sometimes the best approach is to schedule an appointment with one of our attorneys in Effingham or Paris, IL or in Terre Haute, IN. Even if you have an existing plan, new legislation might change the way it affects your family! Reviewing your documents periodically is always a good idea!