Articles list
The Important Relationship Between Estate Planners and Financial Advisors
The relationship between estate planning lawyers and financial advisors (of all types – CFPs, investment advisors, insurance professionals, CPAs, and other…
Banks Making It Harder to Deposit Cash Into Others' Accounts
Citing security concerns, most big banks now prohibit customers from depositing cash into personal bank accounts of which they are not a joint owner or an…
Does Your Estate Plan Address Suicide?
This month, we learned of the passing of two well-known, successful and beloved celebrities – designer Kate Spade and renowned chef and TV personality Anthony…
An Estate Planning Checklist: Things to Consider Before Remarrying
As a romantic, I believe that marriage (even the second time around) is a wonderful thing. That said, the attorney and the realist in me knows that sometimes…
The Residuary Estate Distribution Clause
I recently had a client engage our services to assist with the probate of her mother’s Last Will and Testament. After reviewing the Last Will and Testament…
Experiences, Not Things: Gifting Travel to Heirs Via the Use of Trusts
The holiday season is upon us and, across the country, Amazon shopping carts will once again start filling up with gifts for loved ones. While America’s love…
Trusteed IRAs vs. Trusts as Beneficiaries – Which Strategy is Right for You?
You may have noticed a flurry of recently headlines involving “Trusteed IRAs” as many financial organizations have been promoting them as their latest and…
20% Property Tax Credit for Montgomery County Homeowners Ages 65+ Who Have Owned Their Homes for 40+ Years OR Are Military Retirees
*NEW* Property Tax Credit for Elderly Individuals and for Military Retirees (Bill 42-16 and Bill 13-17) On March 7, 2017 the Montgomery County Council passed…
What Is the Difference between Asset Protection and Estate Planning?
Discover how combining proactive asset protection with a comprehensive estate plan safeguards your property both during your lifetime and after.
Still the Greatest: Lessons from Muhammad Ali’s Financial Legacy
Discover how Muhammad Ali protected his wealth and secured his family's future through smart planning, trusts, and living within his means.
