When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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Inheritance Scam with a TwistA Brooklyn woman scammed $300,000 from her friends by telling them she had inherited a boatload of cash but needed their ... Inheritance
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Estate Administration 101: Pay Applicable TaxesWhen a loved one dies, the resulting tax issues must be handled. The person to handle these issues is typically identified in ... Taxes
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How to Challenge a TrusteeSometimes it is necessary to remove a trustee. However, you can only challenge a trustee under certain circumstances. Learn more here.
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Should You Give an Inheritance Outright or Create a Trust?Inheriting in trust can mean a lot of different things, but usually comes with benefits that are not available otherwise. ... Estate Planning
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Secretly Wealthy: The Millionaire Next DoorThe woman wore frumpy house dresses, drove a beat-up old Chevy Cavalier, lived modestly in a two-family house on Washington ... Estate Planning
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New Elder Abuse Law Passed In KansasThe law is aimed at protecting people 70 and older who are victims of financial abuse. People convicted of large-scale abuse ... Elder Law
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Traditional IRA Or Roth IRA?Enlisting the help of a qualified wealth management professional to determine which type of IRA will best support a person's ... Asset Protection
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For Want Of A Beneficiary Will The IRA Be Lost?An IRA account owner or beneficiary died and there was no named beneficiary for the account. The obvious question comes, ... Elder Law
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Your Legacy Is Worth More Than MoneyThe economic downturn, steep health-care costs and longer lives may mean less money being left to boomers by their ... Estate Planning
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Alzheimer’s And Dementia – No Time Like The Present To PlanMost people want to talk about these issues, advisors admit. But because so many people with Alzheimer's cannot communicate ... Estate Planning
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When Baby Boomer Retirees InheritFor those retirees who had not planned on receiving an inheritance or are happily surprised at the amount they receive, it's ... Elder Law
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Annual Gift Exclusion Opportunities AboundHere is some background on what is known as the "annual gift-tax exclusion." You can give away as much as $14,000 ... Estate Planning
