by Leslie Marenco | Oct 27, 2014 | Articles, Asset Protection, Estate Planning, Non-Probate Asset, Probate
Many people see joint accounts as a cheap and easy way to avoid probate, since joint property passes to the join owner at death, but these accounts can actually be quite risky when it comes to estate planning. Joint ownership of accounts can be a great way to easily...
by Leslie Marenco | Aug 11, 2014 | Articles, Estate Planning, IRAs / 401(k), Non-Probate Asset
Before Leonard Smith lost his battle with cancer in 2008, he worked with his financial advisors to make sure his children received the balance of his retirement funds when he died. He had remarried late in life, two months before his death in 2008, in fact. But it was...
by Leslie Marenco | Jul 30, 2014 | Articles, Case Law, Inheritance, IRAs / 401(k), Non-Probate Asset
It is not often that the Supreme Court provides a clear rule on any aspect of Estate or Financial planning (or even graces our niche with a passing reference), so these occasions call for special attention!! On June 12, 2014, the Supreme Court’s unanimous decision...
