Chipman Mazzucco Emerson Estate Planning and Elder Law

Does the pandemic have you worried about whether your existing estate plan works for you now?

Or maybe you are simply using the enforced quarantine time to catch up on important things that you keep putting off.

Either way, Chipman Mazzucco Emerson has an easy way to guide you through what you need to know to make sure your estate plan is updated and meets your current needs.

Our complimentary updated Online Estate Plan Review asks a series of specific questions that will alert you to issues you should address to make certain your plan still works. The latest version of this program covers a number of recent law changes, including:

• The Tax Cuts and Job Act of 2017
• SECURE Act of 2019
• Numerous changes in State and federal estate tax exemptions

You can complete the process in ten to fifteen minutes. When you are finished, you’ll receive a detailed personalized report that identifies issues that require your attention.   Here is our new video explaining how the review works and how to register for your personalized report.

To access our complimentary Online Estate Plan Review, please click on the link or image below:

We hope our online estate plan review helps you.  If you have questions about the review, please call.

Posted by Richard S. Land, Attorney, Chipman Mazzucco  Emerson LLC, Attorneys at Law, Danbury, CT, 06810, 203-744-1929 x29, rsl@danburylaw.com.

This entry was posted on May 15, 2020 at 6:02 am and is filed under Elder Law Planning for Incapacity and Long Term Care, Estate Settlement, Estate Tax and Estate Planning Developments, Income Tax: Tax Cuts and Jobs Act, Planning for Disability and Incapacity. You can subscribe via RSS 2.0 feed to this post's comments.

Tags: 401(k), estate planning, estate settlement, estate tax, estate tax exemption, estate tax repeal, exemption trust, Exemptions, IRA, marital deduction, marital trust, portable exemption, probate, QTIP, retirement plan, special needs trusts, trusts, wills