Planning for Special Circumstances
Wendy S. Goffe wrote a great guest article on Forbes.com last week that offered tips to avoid problems that can result from incomplete or inaccurate IRA beneficiary…
FAQs About Wills, Probating a Will
I’ve received several emails the past few weeks asking whether it is possible for a beneficiary of an estate to also serve as executor. Naming someone as…
The Complexities of Intestacy in Blended Families
I got an email from someone whose husband died without a Will. She and her husband had been married for 17 years. He had three children from…
FAQs About Estate Planning
Several weeks ago, I received a phone call from a client whose elderly mother owned several pieces of real estate in an exclusive part of town. She had…
If you have decided to be cremated when you die, you’re one of a growing number of Americans making that choice. I came across an interesting infographic…
If you or someone you know has been a beneficiary of an estate, you may have been exposed to the frustration and disagreements that…
Wacky Wills
NB: This post is part of a series highlighting wills that contain some interesting, and sometimes bizarre, bequests and stipulations. You can see…
If you’re like most Americans, one of your largest assets is your Individual Retirement Account (“IRA”). Your IRA is considered a “retirement fund” and the money it…
FAQs About Trusts
Many of us have seen advertisements touting the benefits of a living trust. Salespersons who promote living trusts claim they can reduce taxes, protect assets from creditors, and…
Cremation is increasing in popularity. Currently more than 40 percent of people who die choose cremation, and the numbers are rising. According to recent…