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Estate Planning

Keep Your Beneficiary Designations Up to Date

December 30, 2022

Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k) or annuity?

Estate Planning

Should Spouses Use the Same Estate Planning Lawyer?

December 28, 2022

You and your spouse may visit the same primary doctor, financial advisor and tax preparer. However, what about preparing your wills?

Estate Planning

How to Defend a Will Contest

December 26, 2022

The news is full of stories about the famous who didn’t bother to make a will to dispose of their substantial fortunes. Although many others did make a plan, various issues with their testamentary documents have led to costly and protracted litigation.

Estate Planning

How to Transfer Business to the Next Generation

December 23, 2022

Failing to properly plan for disability, death, or the ultimate transition of a family business can lead to disastrous financial consequences for both the business and the family.

Estate Planning

Estate Planning Mistakes That Lead to Breach of Family Harmony

December 22, 2022

Some estate planning decisions can lead to terrible family rifts that never recover.

Estate Planning

How to Prepare for a Disaster: Emergency Documents You Need

December 19, 2022

If you knock time and money off the excuse list, you can take care of some important estate-planning tasks.

Estate Planning

What’s More Important: Estate Plan or Trust?

December 16, 2022

Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in critically different ways.

Estate Planning

Probate Planning: Settling Your Estate

December 14, 2022

The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money.

Estate Planning

Don’t Miss Out on Estate Planning Opportunities

December 12, 2022

People often overlook critical steps when they are doing their estate planning.

Estate Planning

Unequal Inheritances: What Happens Behind-the-Scenes?

December 9, 2022

Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.

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