Planning for Special Circumstances

Tips for Preventing Elder Fraud

A neighbor was at home with her young children when someone claiming to be an IRS agent called her. He told her that she owed back…

Planning for Special Circumstances

Is Your Estate In Order?

Rania Combs discusses tips for organizing your estate so your fiduciaries have all the information they need to handle your affairs.

The Risk of DIY Planning

LegalZoom vs. Lawyer: What You Don’t Know Can Hurt You

LegalZoom and other do-it-yourself document preparation services want you to believe that the process of preparing a Will is as easy as filling in the blanks on…

Common Estate Planning Mistakes, Estate Planning, Planning for Special Circumstances

Your Estate Plan May Need To Be Tweaked: The SECURE Act Has Passed

Rania Combs discusses how the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) may require changes to your estate plan.

Wacky Wills

Wacky Wednesday: Wills That Make You Go “Hmmm…: Reuben John Smith

NB: This post is part of a series highlighting wills that contain some interesting, and sometimes bizarre, bequests and stipulations. You can see all these posts here.

Estate Planning, FAQs About Estate Planning

Prepare for the Death of the Stretch IRA

No laws affecting retirement plans are final yet, but there are certain changes on the horizon that may require tweaks to your estate plans. The Setting Every Community…

FAQs About Probate, Probate

Can an Independent Executor Alter How my Property is Distributed?

A man who was named independent executor in a Will called me. Someone told him that as the independent executor, he had the right to distribute Testator…

Estate Planning, Questions About Estate Tax

The State of the Estate Tax After Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act was signed into law on December 22, 2017. It represents the most significant tax overhaul in decades. Although efforts by the…

Wacky Wills

Wacky Wednesday: Wills That Make You Go “Hmmm…” Leslie Ann Mandel

NB: This post is part of a series highlighting wills that contain some interesting, and sometimes bizarre, bequests and stipulations. You can see all these posts…

Wacky Wills

Wacky Wednesday: Wills That Make You Go “Hmmm…”- Harry Houdini

NB: This post is part of a series highlighting wills that contain some interesting, and sometimes bizarre, bequests and stipulations. You can see all these posts here.