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Feeling Squeezed? You Might be a Sandwich

Millions of Americans worry about saving enough for retirement, while also providing for their children’s future. However, most overlook another set of dependents who could cost them even more: their parents.

Posted on: September 23, 2019

Why Wills Need to be Updated

Your will may be the most important document you’ll ever write. The problem is, after many of us draft one, we put it somewhere for safekeeping and don’t look at it again. That can be a big mistake.

Posted on: September 20, 2019

Will a No-Contest Clause Protect Your Estate from Squabbling Kids?

We may enjoy watching courtroom drama in movies, TV and on stage, but when it comes to our own lives, most people will do just about anything to avoid an estate battle. A “No Contest” provision is an attempt to preclude this and to give anyone who might be thinking about an estate battle a…

Posted on: September 19, 2019

How to Avoid an Epic Fail of a Business Succession Plan

As closely held business owners know, their financial plans, retirement plans and estate plans are inextricably linked to the value of the business.

Posted on: September 18, 2019

Can I Keep a Loved One’s Inheritance From Their Spouse?

I plan to leave most of my estate to my niece, but I do not want her estranged husband to be able to get his hands on any of the money. They are not getting divorced ‘because of the child.’ What is the most economical way to do this? They live in Missouri and may be moving to South Carolina. I am a New Jersey resident.

Posted on: September 17, 2019

Why You Might Want a Charitable Lead Annuity Trust in Your Estate Plan

The taxpayer who is setting up the CLAT at the heart of the new IRS letter ruling plans to create a revocable trust.

Posted on: September 16, 2019

Where Should I Keep My Estate Plan?

Congratulations, you have finally signed your estate planning documents. Now, where do you keep them?

Posted on: September 12, 2019

Succession Planning For Business Owners

A solid estate plan should include your will, a power of attorney and a trust. All of these components provide asset protection for your business while you’re alive and after your death.

Posted on: September 11, 2019

What Changes Will Be Made to Social Security This Year?

Here are five Social Security changes for 2020 that could impact your monthly take-home income.

Posted on: September 10, 2019

The Conversation with Your Doctor, Estate Planning Lawyer and Family Members

The best way to ensure that they know and understand your wishes, is to take a copy of your advanced healthcare directive or living will with you to your next check up and talk to your physician about it, then ask them to keep the copy on file.

Posted on: September 9, 2019