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Comprehensive Collection of Estate Planning Articles

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With all the noise these days about taxing the rich and the future of the federal estate tax, the message that ordinary folks also need to plan, to protect themselves and their families, gets drowned out.

Did you know we just passed National Estate Planning Awareness Week (Oct. 15-21)? Don’t worry if you missed it, estate planning is a continuous endeavor and one that is never out of season.

While proper estate planning is no Do-It-Yourself project and competent legal counsel should be retained, there is plenty of literature available to help you learn the basics of estate planning and beyond. Leave it to Forbes to compile “The Forbes Guide To Estate Planning” from its storehouse of past estate planning articles. Of course, these 40 some articles give only the Forbes perspective, but it’s a quick glimpse at the panoply of topics and worth a read.

If you still need information on estate planning topics and strategies, please check out some of the 'free reports on our home page or call us at 757-259-0707 and we can email you information on myraid topics all of which we are confident will assist you with your estate planning.  

Reference: Forbes (October 14, 2012) “The Forbes Guide To Estate Planning

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We've been putting together as many resources as possible so that we can continue to help:

  • If you’re a current client with a signing appointment or a prospective client with a consultation and would prefer that meeting take place in your own home, we can accomplish that with a little bit of pre-planning on our part and with the addition of a laptop, smartphone, tablet or other computer in your home to facilitate this virtual meeting. For those of you that need to sign legal documents, that too can be accomplished with the use of a webcam (FaceTime etc.), so that we can witness and electronically notarize all of your important legal documents.
  • We launched the rollout of our on-demand webinar early so that new clients and our allied professionals can view the important component parts of ‘an estate plan that works’ at their convenience.  That is available on our website.
  • Live video workshops will be produced as quickly as possible and certainly ahead of our previous schedule; we will keep you posted as these events become available. Given the ‘boutique’ nature of the firm, we rarely have more than ten people in our office including team members at any one time. During this period of ‘social distancing,’ we promise to have no more than 8 people at any time.   This allows us to comply with the Governor’s directive to limit in-person gatherings.
  • The best way to communicate with us is still by phone during regular office hours of 8:30 to 5:00, Monday through Friday, or, you can email any of our team members (that is, their first name followed by @zarembalaw.com).  We will respond to these emails as quickly as possible.
  • Please continue to follow the directives of our local, state, and federal agencies. For your health and in consideration of our team who is assisting you, if you’ve scheduled an office appointment or planned to drop off paperwork and are experiencing a fever, dry cough, or shortness of breath, please contact your primary care doctor for guidance and then our office to reschedule.

Thank you, Walt and the Zaremba Team

Coronavirus/Covid-19
Update to our Process

The unprecedented coronavirus pandemic has taken our entire country by surprise. We understand how difficult this time is for America’s businesses and families.  However, we believe it is vitally important that we make every effort possible to continue to offer solutions that avoid disrupting our important partnership with you, your family and friends.  As you know, estate planning is not something that should wait for a more convenient time, therefore the opportunity to address your important goals both during and after this crisis should not wait.  To that end, we have added the option of a ‘virtual consultation’ to our office process.  You will now have a choice of either meeting with us in our office or in the comfort of your own home.