Resources
Planning Tools, Industry Updates & News You Can Use
This collection of resources is offered to put the power of partnered planning right in your hands. Contact us to learn how we can help apply the information here to your unique personal and/or business planning needs.
Meg Greene and Kenleigh Nicoletta to discuss Planned Giving on August 5
Meg and Kenleigh will discuss estate planning and planned giving at New Beginnings in Lewiston, August 5, 2019, 8-10 a.m. The public is invited. Please RSVP here.
Client Alert: New Maine Probate Code
The Maine Legislature has enacted a comprehensive update of the Maine Probate Code, scheduled to go into effect on September 1, 2019. This client alert highlights key changes to the Probate Code that may affect your estate planning.
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Client Alert: Estate Planning for Your “Digital Assets”
In this digital age, it is important to consider how your “digital assets” will be managed upon your death or disability. In the aggregate, your digital assets can have tremendous aesthetic, emotional and financial value. Planning for your digi...
Meg Greene speaking on Planning for Incapacity at NAMI-Maine Annual Conference
November 3 @ Augusta Civic Center, Meg will be presenting on Powers of Attorney, Advance Directives and Guardianships, with particular focus on mental health Powers of Attorney and Advance Directives and Maine’s new Guardianship law. The workshop i...
Kenleigh Nicoletta to speak at Maine Tax Forum
B&I Partnered Planning Attorney Kenleigh Nicoletta will speak at the Maine Tax Forum presented by SCORE on November 8, 2018 in Augusta, Maine. The Maine Tax Forum is a two-day program for experienced professionals providing tax advice to clients...
Medicare Advantage Plans to Offer New Perks to Some Enrollees
The New York Times recently published an article entitled "Got Medicare Advantage? Prepare for New Perks -- and New Questions." As explained in the article, historically, Medicare has not covered preventative care measures, such as home health aide...
Client Alert: What is Probate?
“Probate” may be one of the most commonly misunderstood terms in estate planning. Put simply, probate is a court process that is intended to ensure the orderly distribution of your property to creditors, heirs and/or devisees after your death.
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Client Alert: Maximizing Flexibility in Your Estate Plan
Our clients are increasingly focusing on non-tax estate planning issues due to the social and economic changes we are all experiencing as well as the dramatic changes in the Federal and Maine estate and gift tax laws over the past ten years, the resu...