Monthly Archives:: January 2025

National Unclaimed Property Day: Why Estate Planning is More Than Just Documents

Every year, millions of dollars in unclaimed assets – bank accounts, life insurance policies, retirement funds, and more – end up in state custody simply because they were forgotten or not properly accounted for. National Unclaimed Property Day serves as a crucial reminder that estate planning is more than just having a will or trust – it’s about creating a clear, organized plan to ensure your assets reach your loved ones. At Cheever Law, APC, we help you build a comprehensive estate plan that includes an up-to-date asset inventory, regular reviews, and strategies to protect your legacy. Don’t let your hard-earned assets go unclaimed – take action today. READ MORE

3 Ways to Benefit by Incorporating Charitable Giving Into Your Estate Plan

Incorporating charitable giving into your estate plan not only supports the causes you care about but also provides significant financial benefits. Whether you leave a donation in your will or trust, name a charity as a beneficiary of your retirement account, or establish a charitable remainder trust, you can reduce estate taxes, maximize tax savings, and even create a lifetime income stream for yourself or your family. At Cheever Law, APC, we can help you develop a strategic plan that aligns with your values while benefiting your estate. Read our latest blog to learn how charitable giving can be a powerful part of your legacy. READ MORE

From Preparation to Recovery: When Disaster Strikes

Disasters can happen anytime, and being prepared can make all the difference for you and your loved ones. From packing a go-bag to ensuring your estate plan is up to date, having a solid plan in place allows you to act quickly, stay safe, and recover more easily. In this blog, I’ll walk you through essential steps for disaster preparedness, emergency response, and recovery, while also highlighting how Life & Legacy Planning can provide long-term security and peace of mind. Don’t wait for an emergency—take action now to protect what matters most! READ MORE

Will Your Estate Plan Actually Work When Your Family Needs It?

Most people think estate planning is a one-time task – create the documents, file them away, and forget about them. But an outdated or incomplete plan can leave your family facing court battles, unnecessary expenses, and confusion when they need guidance the most. Estate planning isn’t just about having a will or trust – it’s about keeping those plans updated as your life, assets, and laws change. Don’t leave your loved ones with a plan that doesn’t work. Learn how to ensure your estate plan is effective when it matters most. READ MORE

4 Estate Planning Myths That Put Your Loved Ones at Risk

Many people believe estate planning is only for the wealthy, but this couldn’t be further from the truth. Estate planning is about protecting your loved ones, ensuring your wishes are honored, and avoiding unnecessary legal and financial complications. Whether it’s naming guardians for your children, minimizing taxes, or preventing disputes, having a solid plan in place brings peace of mind and security. Don’t let common myths like “I don’t have enough assets” or “It’s too expensive” stop you from taking action. A well-prepared estate plan is one of the most thoughtful gifts you can give your family. READ MORE

The Lesson Plan for Your Estate

Estate planning is like creating a lesson plan for your future – organizing what happens to your money, property, and care when you can’t make those decisions yourself. From essential documents like a revocable living trust and will to powers of attorney and healthcare directives, estate planning ensures your wishes are honored and your loved ones are protected. Start preparing today to secure your future and guide your family with clarity and confidence. READ MORE

Five Essential Steps to Protect Your Loved Ones in 2025

As we enter 2025, now is the perfect time to take action to protect your loved ones and secure your legacy. From organizing your finances and minimizing taxes to recording a meaningful Life & Legacy Interview and planning your final farewell, these steps ensure your family is cared for and spared unnecessary stress. Through a comprehensive Life & Legacy Plan, you can create peace of mind for yourself and lasting clarity for your loved ones. Schedule a Life and Legacy Planning Session today to get started! READ MORE

UPDATE: Appeals Court Reinstates – Then Suspends – Corporate Transparency Act Filing Requirement

Recent updates to the Corporate Transparency Act (CTA) have created some uncertainty for business owners, as filing deadlines have shifted multiple times. While the requirement to disclose personal information is currently optional, it’s important to stay informed as the situation evolves. We’re here to help you navigate these changes and ensure your estate plan and business protections are up to date. Schedule a Life and Legacy Planning Session with us today to get expert guidance on safeguarding your business and family, regardless of what happens with the CTA. READ MORE