BW INSIGHTS

Estate Planning Considerations with Your Vacation Home

With Memorial Day in the rear-view mirror and the July 4th holiday quickly approaching, many of us are enjoying weekends or longer stays at a family vacation property on the water. The gathering spot may be known as a lake house, beach house, cabin, camp, cottage, lodge, or condo (depending on the location and use). In addition to waterfront... Read More

Who Should I Name as Guardian for my Minor Children?

Naming a legal guardian is often the most important estate planning decision for people with minor children. When you become a parent, it is a good idea to have a will in place so you can name a legal guardian for your children if anything were to happen to you. Here are seven things to consider when choosing who to name as your children’s... Read More

How the 2020 Presidential Election Could Impact Your Succession Plan

Like many other things this year, uncertainty reigns supreme for tax planning as we approach the end of 2020. Barring successful litigation by President Trump’s legal team, the Biden-Harris Administration will assume control of the executive branch of the Federal Government in early 2021. With that said, the focus for tax planning is control of... Read More

Your Estate Plan To-Do List While Social Distancing

The COVID-19 pandemic is an unprecedented event that is changing the way we think about protecting our families, health and wealth. During this time, some of you may find yourself at home practicing social distancing in order to do your part in flattening “the curve”. This time at home may provide an opportunity to consider your estate plan. This... Read More

Estate Planning Considerations for the New Year

It's a new year and a new decade. It's the right time to review and update your estate plan. BrownWinick’s Estate Planning Group has three key goals — to ensure our clients and their families: are protected during life (powers of attorney); have a plan for minor children (guardians); and transfer assets in an efficient and organized manner (wills... Read More