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Estate Planning
Beneficiary Selection and Designation
What Does Per Stirpes And Per Capita Mean For Beneficiary Distributions In Estate Planning?
May 13, 2019
Estate planning is a stressful process, but it is a necessary life step. When you start working with an attorney for estate planning, you...
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Selecting the Best IRA, 401(k), Annuity or other Retirement Type Account Beneficiary
Feb 24, 2014
Many individuals drastically underestimate the cost of securing private health insurance when they are retiring early, changing jobs, or...
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Putting on Heirs-Who Inherits your Retirement Assets?
Feb 24, 2014
Do you think it's a lot of work to create an estate plan? It certainly can. However, it may only take a few minutes to create one for your...
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Charity and Donations
Private Foundations
Feb 24, 2014
The Kennedys, the Fords, Rockefellers, Gettys and lots of other "old money, carriage trade" families have them. Now you can too. Have...
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Gift Giving
Feb 24, 2014
Any good estate planner will tell you that there's no time like the present to consider a program of gifts to loved ones as part of an over...
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Pooled Income Funds
Feb 24, 2014
There are many different ways in which to donate to a charity. One way, Pooled Income Funds, are sort of a cross between charitable...
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Estate Plans and Your Family
Estate Planning for Newlyweds
Jul 24, 2014
By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to...
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Just Married? Congratulations! Now, About Your Estate Plan
Jul 07, 2014
By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to...
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Inheritances: Managing Life's Uncertainties
Feb 24, 2014
Not to be rude, but just imagine, only for the short time that it takes you to read this page, that it's many years from now and, after...
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Information for Executors
Executor Choices
Feb 24, 2014
Death is a topic that most people are uncomfortable thinking about. But we should ideally address this topic in a proactive manner...
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I'll Take Care of Everything
Feb 24, 2014
Planning for disposition of your property after you are gone is a privilege and a responsibility. Often your family's financial security...
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What Are the Duties of Your Executor?
Feb 03, 2014
When you write a will, you name an executor (or a personal representative) to carry out the distribution and management of your estate...
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Planning Your Estate
7 Key Steps To Create A Good Estate Plan
May 21, 2019
Estate planning is a wise thing to do to ensure that your family and loved ones are safe and at the same time save them from unnecessary...
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How Does An Attorney Charge For Estate Planning?
Apr 08, 2019
End-of-life planning isn’t easy, but it is critical. You may find it difficult to confront your mortality, but proper estate planning...
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Draconian State Estate Tax Rules Drive Migration
Apr 04, 2014
By Justin Stoltzfus March 20, 2014 Even with a lot of advice from financial advisors, and some considerable work on protecting capital...
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Trust Management
Thinking Through a QTIP Trust
Feb 24, 2014
A common estate plan for married couples is to set up two different trusts: The first trust, commonly referred to as a credit shelter or...
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Introduction to Charitable Remainder Trusts
Feb 24, 2014
In our last article, we set the stage by discussing how philanthropy can be used to build a family's wealth. Unless you read it, you might...
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Using CRTs to Build Family Wealth
Feb 24, 2014
If I could show some of you a way to save significantly on taxes and build tremendous wealth in your family, would that be of interest to...
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Will Management
Do You Really Need a Will?
Feb 24, 2014
Many people believe they don't need a will. But if you think you're 'already covered' without writing up a specific will for your estate,...
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What Is a Simple Will and Why Might I Need One?
Feb 24, 2014
What, you might ask, is a piece on estate planning doing on an investment related web site? As most of my regular readers well know, while...
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What is a Trust? POA? Living Will?
Feb 24, 2014
This is the second article of a short series on basic estate planning tools and considerations. In the prior article, simple wills and...
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