Blog
Should Beneficiaries Also Serve as Executor or Trustee?
When someone creates a will or a trust of course they want to choose a dependable and trustworthy person as executor or trustee. For most people this means someone close to them—a family member or friend, or often the most responsible of their adult children. However,...
Are You Hurting Your Own Chances At Retirement?
According to a recent article in the Wall Street Journal, many Baby Boomers are no longer worried about when they will be able to retire, but if they will be able to retire at all. In many cases the reason for this worry stems not so much from any kind of selfish...
Some Tax Saving Strategies from the Wall Street Journal
Income, estate, and other federal tax levies have commonly been a bone of contention between those with different political ideologies; but the current conflict has reached unusual heights, with various million- and billionaires publicly expressing their views (pro or...
Don’t Let Tax Laws Limit Your Generosity
The past two years have been tough on the average American family. The economy has been floundering and the unemployment rate has been hovering around 9-10% since 2009, not to mention the roller coaster ride we’ve all been through with the stock market. But through it...
Executors of 2010 Estates Have Until Nov. 15 to Make Estate Tax Decisions
Everyone will remember the “wonderful boon” that was the 2010 estate tax repeal, which (in theory) allowed decedents to pass on their assets free of any estate taxes. However, the situation was complicated in December of 2010 when, as this article in Bloomberg puts...
Unusual Things Happen Every Day…
In a recent article in the Huffington Post financial columnist Don McNay tells the frustrating, sad, and “unusual” story of how the greater part of his mother’s and his sister’s estates ended up in the hands of people they would never have chosen to receive it… all...
New York Becomes 29th State to Pass Alert System for Vulnerable Adults Legislation
Last month saw some good news for seniors and their families in the state of New York. State Governor Andrew Cuomo announced on his website that he “signed a law to create a statewide alert system for missing vulnerable adults, similar to the nationwide Amber Alert...
Don’t Inadvertently Disinherit Your Loved Ones—Review Your Estate Plan Regularly
All of our readers know just how important—how essential—a will is to protecting your family after you pass away. Leaving clear and tangible instructions can prevent family infighting as well as hurt or unsettled feelings; and leaving a legally airtight will can...
The Estate Planning Post Every Woman Should Read
Although couples usually come into our office together to discuss their estate plans, quite often it’s the women who lead the discussion about planning for the guardianship of children, and the men who lead the discussion about financial planning. Estate planning is a...
Off to College? Don’t Forget Your HIPAA!
The hot and lazy days of summer are almost over; parents are thinking about back-to-school sales, kids are making the most of their final days of freedom, and college freshmen are getting ready to embark on their first year of adult-hood. Most of these college...
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