A New Year Brings New Changes
First and foremost, allow all of us here at Rao Legal Group, LLC (“RLG”) to wish you a Happy New Year! 2020 is a year we have been particularly looking forward to, as it gives us the opportunity to share a few exciting improvements/enhancements at our firm with you.
To allow us to continue to serve our clients to the best of our ability, we are launching a new service this year—our Annual Membership Program (“AMP”). The number one reason estate plans fail is because they become outdated before the time comes to implement them (i.e. at incapacity or death). Using this program, members can pay a flat annual fee to receive a number of benefits specifically designed to avoid this estate planning pitfall. Benefits include:
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continuous monitoring of assets to ensure that your spreadsheet is up to date & properly titled at all times
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unlimited phone consultations regarding your estate plan
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meetings with family and trustees to review your overall plan and educate them about their duties and responsibilities
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meetings with advisors (like CPAs and financial advisors) to ensure asset alignment across the board and tax compliance with the plan
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minor document amendments or restatements to keep your existing plan up-to-date
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exclusive invitations to educational seminars and firm events
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special promotional discounts through 2/29/2020!
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and more!
If we continue to tailor your plans to suit your needs throughout your lifetime, we can respond effectively to any family or law changes that could impact the effectiveness of your plan at the critical moment. In turn, this will allow us to ensure peace of mind for you and your loved ones, no matter what the future holds. On Thursday, February 6th from 6:00 pm – 7:00 pm, we are hosting a workshop to explain the dangers that cause well-crafted estate plans to fail and how we intend to use this new program to help our clients avoid those dangers. We would love to see you there!
But that isn't the only exciting news we have to share—we are also proud to announce some changes in our office itself! First, we have brought on Renee Bechamps, our new Marketing/Admin assistant, to the team. Renee will not only be helping our firm with its marketing efforts, but will also be our AMP specialist to help ensure a smooth operation. Second, we now have a new location for our New York City office. We have always been committed to providing excellence and outstanding service to our clientele from our home office in Princeton, NJ. Thanks to your support, we will provide that same excellent service at our new conveniently located NYC office. The address and contact information is below:
358 Fifth Ave, Suite 305
New York, NY 10001
(212) 993-8423
Finally, an important update regarding changes to the law—on January 1, 2020, the recently-signed SECURE Act went into effect, which will have repercussions for those of you passing significant retirement benefits to your children and/or other non-spouse beneficiaries due to its contracted 10-year pay out rule. This may impact your long-term plans or objectives. We encourage you to schedule an appointment to discuss how this new law may affect you.
Thank you all for a wonderful 2019; here’s to making 2020 even better!
