Blog - Estate Planning & Probate Attorneys

5 Things You Need to Know Before You Name Beneficiaries

Once you have chosen the people you want to receive any of your assets — either from a will, a trust, a life insurance policy

Family Loans Must Be Made Properly to Avoid Tax Repercussions

The recession made many parents and grandparents into personal bankers, making loans to strapped children or grandchildren to help them cope with unemployment or other

Debunking 4 Common Myths About Gift Taxes

April 15 is not only the deadline for filing your state and federal income tax returns, but also the deadline for filing gift tax returns

A Duty Checklist for Trustees of a Trust

It’s no misnomer that a position with so much responsibility carries the name “trustee”. After all, you have been entrusted with a solemn responsibility and

10 Items That Should Be Evaluated During an Estate Plan Review

Estate planning is an ongoing process, and plans should be reviewed with a qualified estate planning attorney every few years to ensure that the goals

The Importance of Providing for Incapacity in Your Estate Plan

Avoiding the need for a conservatorship – the process whereby someone is appointed by a court to assume responsibility for the property or the personal

How Long-Term Care Planning Can Protect You From Medicaid Divorce

Currently, it is estimated that 7 in 10 Americans will need some type of long-term care, with Medicaid expected to pay for two-thirds of those

Unintended Consequences From the Case of the Missing Will

Even the best intentions can have unintended consequences when it comes to estate planning. A case now winding its way through the New York appellate

The Pros and Cons of Prenuptial Agreements

Americans today are getting married later in life. Currently, the average age of a first marriage is 27 for women and 29 for men —

Who Control’s Marilyn’s Estate?

Marilyn Monroe, a global symbol of beauty, glamour and sex, died on Aug. 5, 1962 of an overdose. Fifty years later, she’s still in style

Succession Planning for the Family Business

We know that building a thriving family business takes a lot of hard work, and to ensure the business continues to thrive, it takes foresight

What Women Need to Know About Estate Planning

Women outlive men, make less during their careers and have less in savings due to pay discrepancies and time taken out of the workforce to

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