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Galanti & Copenhaver, Inc. Legal Blog

Estate Planning and the SECURE Act

The SECURE Act went into effect on January 1, 2020. The SECURE Act stands for Setting Every Community Up for Retirement. This Act includes some significant changes to retirement plans—some of these are the biggest changes that the U.S. has seen in decades. Since it...

Blended Families and Estate Planning

Many Americans are part of a blended family. A blended family is a family unit in which one or both parents have a child or children from a previous relationship—and have combined these families into one new family. With blended families, there are some additional...

The Legacy Planning Process

If you are just getting started with the estate and legacy planning process, your number one focus may be how to maximize what you leave to your family and your favorite charities. You may also have some concerns about how taxes will be paid on your estate.  However,...

Steps to Setting Up a Family Trust

Family trusts can be a handy estate planning tool. A family trust is one specific type of trust that families may use to preserve their financial legacy for many years down the road. This type of trust may be beneficial for you, even if you do not have a large estate....

Signs You Need a Revocable Trust

Revocable trusts can be a useful tool in estate planning. Trusts can be beneficial for many people, not just for those with estates on the larger side. Revocable trusts can simplify the distribution of estate assets and can also help to protect your privacy. What is a...