Can I Disinherit Anyone I Want?
So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will.
Can Your Will Be Securely Stored in the ‘Cloud?’
The typical explanation given for retaining original wills at the lawyer’s office is that clients might lose them, or executors may be unable to find them at the appropriate time.
How Does the SECURE Act Change Your Estate Plan?
These changes are so significant that every such plan holders should review their wishes and how their estate plans may be affected.
Use A Dynasty Trust to Protect Your Wealth
Movie scenes where a deceased tycoon’s will is read to a roomful of shocked and bitter relatives make for great drama, but drama is the last thing anyone wants, when seeking to preserve an estate for future generations.
The SECURE Act and Your Retirement
While most of us had stockings and menorahs on our minds, President Trump on Dec. 20 signed the Secure Act that makes the most significant changes in retirement accounts we’ve seen in years.
Estate Plan—or Lack of One—Will Have an Impact on How You are Remembered
Various studies show that most adults have not prepared a legal will. However, the point I’m really trying to make is that everyone has a will in a way—just not one that they have executed.
Loss of Stretch IRA is Not Such a Big Deal
The stretch IRA is dead and everyone (including me) is writing about how this is the apocalypse for IRA planning. Well, it isn’t. Let’s all take a deep breath.
An Estate Plan Is Necessary for the Unthinkable
Have you resolved to get your estate planning done at last or perhaps updated? Good for you. Here’s what you’ll need to do, and, just as importantly, what you don’t need to do.
Should You Name a Trust as an IRA Beneficiary?
For obvious reasons, including control, privacy, asset protection, etc., many clients are interested in putting assets into a trust. For many retirees, their IRA is among their biggest assets. It’s only natural to want to put the IRA into a trust.
Update Your Estate Plan to Protect Spouse and Children
Imagine you get married and within a year or two, your new spouse passes away. Now, imagine that your grief is compounded with financial stress.