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Do You Need a Revocable or an Irrevocable Trust?

Trusts are excellent vehicles for probate avoidance, ease of transition of funds to one’s beneficiaries upon death, asset protection planning and estate tax planning.

Posted on: February 21, 2023

You Need a Digital Estate Plan

For most people, pretty much everything they owned could be held, sorted and doled out by their estate lawyer. Today, that’s far less true.

Posted on: February 20, 2023

Who Inherits TV Broadcaster Barbara Walters' Estate?

Walters’s estate will be inherited by her family.

Posted on: February 17, 2023

What You Need to Know About Inheritance

Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.

Posted on: February 16, 2023

Will living will medical power of attorney durable power of attorney

Does Will Have an Expiration Date?

If I have a current will that is about seven to 10 years old, do I have to write up a new will or can I edit the current will?

Posted on: February 15, 2023

What Is Inheritance Theft?

Receiving an inheritance could provide an unexpected (or anticipated) financial windfall. There’s just one thing you may have to contend with – people attempting to steal what you’ve inherited.

Posted on: February 14, 2023

What’s the Best Way to Organize Your Estate Plan?

Does somebody else know where it is in the event of your death or incapacity?

Posted on: February 13, 2023

When Is Life Insurance Taxable to Beneficiaries?

When beneficiaries receive a payout from a life insurance policy, they typically don’t have to pay taxes. However, there are a few situations where a portion of the life insurance benefit is taxable to the beneficiary.

Posted on: February 10, 2023