The words “Beneficiary” and “Heir” are often used interchangeably, but each word has a very specific legal definition. A beneficiary is someone who benefits from the transfer…
Most of my clients are healthy when they contact me. Estate planning is something in which they are engaging as a precautionary measure rather…
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…
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…
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…
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…