Asset Protection, Business Succession Life Insurance and Business Succession Planning Few people think about what will happen to their business after they die and therefore rarely put together a plan. … August 28, 2016 2 MIN READ
Estate Planning Highs or Lows: Which is Best When Valuing Art and Collectibles? Art pieces and collectibles can often be difficult to price. After all the best and easiest way to price an … August 8, 2016 2 MIN READ
Asset Protection, Estate Planning, Living Trusts Money in IRA May Be Left Directly to Heirs ot to Trusts MONEY LEFT IN IRA AT TIME OF PASSING NOT SUBJECT TO NORMAL IRA RULES This blog previously discussed the Supreme … March 18, 2016 2 MIN READ
Asset Protection WHAT HAPPENS IF MY HEIRS OR BENEFICIARIES PASS AWAY AT THE SAME TIME AS ME? MODERN PROBLEM WITH ANCIENT ROOTS New York is one of approximately 19 states along with the District of Columbia and … March 4, 2016 2 MIN READ
Asset Protection, Estate Planning INHERITANCE RIGHTS OF ADOPTIVE CHILDREN NOT CUT OFF FROM BIOLOGICAL PARENTS IN EVERY CASE It is not unheard of for adoptive children to seek out … February 29, 2016 3 MIN READ
Asset Protection, Using Beneficiaries as Part of Your Estate Plan – Part II: Considerations An earlier post on this blog provided an overview of using beneficiary designations as part of your estate plan. Recall … October 13, 2015 2 MIN READ