Recent Posts in Estate Planning Category

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  • 28 Jan. 2020

    The SECURE Act Has Changed the Rules for Retirement Benefits

    Posted By Shaheen & Gordon, P.A.

    On December 31, 2019, the “SECURE Act” became law. If you have a qualifying retirement plan or a traditional IRA or Roth IRA, the SECURE Act has already changed the rules for those accounts. If you have a retirement plan maintained pursuant to a collective bargaining agreement or a 414(d) governmental plan, the SECURE Act will impact those plans on December 31, 2021. What Does the ...
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  • 11 Sep. 2019

    Preventing Financial Exploitation of Seniors & Vulnerable Adults

    Posted By Shaheen & Gordon, P.A.

    NH Bill Regarding Estate Planning Goes into Effect on Sept. 8 An amendment to New Hampshire’s Uniform Securities Act aimed at preventing financial exploitation of those over 65 and “vulnerable” adults goes into effect on Sept. 8, 2019. SB 252 will affect Granite State investors who are over 65, family members of older and vulnerable individuals, and investment advisors and ...
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  • 1 Jul. 2019

    New Hampshire Enacts the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA)

    Posted By Shaheen & Gordon, P.A.

    Managing “digital assets” is the latest frontier in Estate Planning and Trust and Estate Administration. Who can manage your Facebook profile if you are incapacitated? After your death, do you want your executor to have access to your emails? And if you are a fiduciary, such as an agent under a power of attorney or a guardian, executor, or administrator, what are your duties with ...
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