First and foremost, while we always recommend that clients review their estate planning documents and beneficiary designations on a regular basis, it is now more important than ever to ensure that your current plan, including the designation of agents in powers of attorney and health care directives, reflects your wishes.

Like you, we have been closely monitoring the situation regarding Coronavirus Disease 2019 (Covid-19). Of paramount importance is the health and safety of you, visitors to our office, as well as the health and safety of our attorneys, paralegals and staff.

At this time, our office is open and operating during normal business hours and our building and neighboring parking facilities remain in operation. We have implemented policies to minimize contact and exposure for visitors to our office. Bearing in mind, however, the limitations inherent in having offices accessed by elevators, within a large office building, we are happy to reschedule any in-person meetings to a later date or conduct such meetings by phone or video conference. In addition, if you have draft documents from us, we stand ready to finalize those documents, and we can arrange for signing, whether at the office or sent to you with instructions.

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The Act, which became effective on January 1, 2020, represents the most sweeping set of changes to retirement savings law in more than a decade. It is important to consider how the new rules may affect your retirement planning and your estate planning.

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