Estate Planning, Estate Taxes, Wills Protecting Your Individual Retirement Account from Creditors STATE SPECIFIC PROTECTIONS The current aggregate value of retirement assets in America is roughly $21 trillion with individual retirement accounts … June 4, 2016 2 MIN READ
Estate Planning, Living Trusts PROPOSALS TO LIMIT THE GENERATION SKIPPING TRANSFER TAX EXEMPTION PROPOSAL TO MOVE BACK TO PREVIOUS TRUST LAWS As this blog discussed in the recent past dynasty trusts are trusts … June 1, 2016 2 MIN READ
Asset Protection, Estate Administration, Estate Planning BACK TO THE BASICS – HOW TO BE AN EXECUTOR AN IMPORTANT AND SOMETIMES THANKLESS JOB There are times in life when we all will have to do or engage … May 30, 2016 2 MIN READ
Estate Planning, Wills WHAT DOCUMENTS TO KEEP AND WHAT TO SHRED SPRING CLEANING TIME MEANS CLEARING OLD PAPERWORK With tax day over and the need to collect and forward any … May 27, 2016 2 MIN READ
Estate Planning, Wills HOW TO HELP YOUR EXECUTOR CHOOSING THE RIGHT PERSON AND STEPS TO TAKE As noted in a previous blog being an executor of an … May 24, 2016 2 MIN READ
Estate Planning, Wills American Bankers Association – Safe Banking For Seniors LARGE NEED TO REDUCE AND PREVENT FINANCIAL EXPLOITATION The American Bankers Association is looking to serve a large market … May 16, 2016 2 MIN READ
Estate Administration, Estate Planning, Wills DIGITAL ACCOUNTS AND PLANNING COMMON PROBLEM There is much talk lately of how to deal with email facebook twitter accounts et cetera of people … May 13, 2016 2 MIN READ
Estate Planning Another Celebrity Passes Without A Will PRINCE APPARENTLY DID NOT HAVE A WILL The world learned recently that Prince joined the long list of celebrities who … May 11, 2016 2 MIN READ
Estate Planning, Wills NEW YORK’S INTESTACY LAWS As was outlined in the most recent blog posting if you compare the costs and benefits of creating a will … May 9, 2016 2 MIN READ
