The Huffington Post says in “5 Things Estate Planning Can Do for You and Your Business,” that co-owners, family members, and ex-spouses can suddenly come
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How Does Dad’s Second Marriage Affect a Kid’s Share of the Estate?
New Jersey 101.5’s, “What to know about a second marriage and an inheritance,” discusses what children can expect when a father passes away when married
Too Poor for Estate Planning? No Such Thing!
If you have completed your estate planning, when was that? Where are the documents? Does your family know where they are located? Estate Planning needs
Plan on Keeping the Peace Through Wise Estate Planning
Family relationships can change over the years, and when finances are mixed in, particularly estate planning, you need to strategize ahead of time. That’s what
Let Me Ask You a Few Questions about Estate Planning
A will gives instructions about distributing your property after death, and living trusts are typically revocable—they can be changed along the way, and they are
Life Insurance Needs to Roll with the Changes
As we travel through the phases of our financial life, our needs change. The New York Daily News article, “3 ways to choose the right
Succession Planning for your Family-Owned Business
You’ve built and own a successful business. But the Smart Business article, “Five things you should know about estate planning for a family-owned business,” asks
Middle-Class African Americans are Optimistic but Face Investing Challenges
Money’s article, “The Hidden Retirement Crisis,” says that middle-class African Americans are more optimistic about the state of the U.S. economy and are more likely
What Do I Do with an Inherited IRA?
First determine what type of plan is being inherited and what type of beneficiary you are, and then do your research. For this discussion, let’s
Why the Wealthy Don’t Carry Through with Their Estate Planning
Once a trusts and estates lawyer has designed and discussed a client’s estate plan, the next step is to implement it. Drafting the documents, creating
Think of an Estate Plan as Added Protection for Your Family
Estate planning is the way to determine what happens to you and your property when you can no longer make decisions due to incapacity or
How Much Inheritance Tax Did Grandma Leave Me to Pay?
Grandma just died without a will, and her husband, children, and siblings have all died. The remaining relatives need to consider not only the inheritance