Estate Planning

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Estate Tax Back in Effect in 2011 If Not Sooner
Two women, both heiresses years apart in age, share two things: The source or their fortunes, pharmaceuticals and estate issues after their respective deaths. Because of the changes in estate taxes, when they died is a big factor to their heirs. What Are Estate Taxes? Estate taxes, also called inheritance ... Read more

Looting a Loved One's Estate
Update 12/23/2009: Anthony Marshall  has been found guilty of 14 of the 15 counts against him. Marshall was convicted in October of the most serious charges - first-degree grand larceny and scheming to defraud. He faces a minimum of one to three years, or as much as eight to 25 years in state prison. ... Read more

You Can't Take Your Digital Assets with You
Millions of us have something in common: We use computers, smartphones and other electronic gadgets to access the internet. We do it a lot, and for all sorts of reasons. And while we may not realize it, practically all of us are making cyber-copies of ourselves and creating digital assets that will still ... Read more

Nebraska Estate Planning Help
Squirreling away money for retirement, planning for vacations or major purchases, setting up a college fund for the kids—chances are, you already have taken steps to plan ahead. But your future planning is not complete if it does not include arrangements for what will become of your estate after ... Read more

Learn About Estate Planning in Montana
With so many things to take into account, estate planning can seem like an intimidating endeavor. But having your affairs in order and documenting your preferences for how your property and responsibilities will be handled after your passing can give you peace of mind—and spare your loved ones ... Read more

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Estate Planning Questions

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Yes, you can terminate the life estate with the consent of the remaindermen.  You're going to have to get an attorney to review the state of title.

First off, you are asking about Wyoming law. I am not licensed in Wyoming. Is there any particular reason why you want to set things up in Wyoming? Second, putting everything into one entity does not ...Read more

A simple will can be very inexpensive.  If you live in Ocean or Monmouth County, please call my office and I can help.  The cost of a simple will could be as low as $400 - $500.   ...Read more

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Estate Planning in 2017

Estate planning can be a difficult process for many people to start thinking about. It involves planning for the inevitable day when your assets and property will have to be distributed according to y ... Read more

Estate Planning for Life – Not an Oxymoron

     When most people think of estate planning they typically think wills, trusts and death. However, the actuality is that one of the major focuses of good estate planning is for incap ... Read more

Estate Planning: Planning to Protect Inherited Retirement Accounts

For many years, people that inherited their parent’s retirement accounts believed those funds would be protected from creditor claims just like their own retirement accounts are protected from c ... Read more

Dying Intestate Can Rip Families Apart

Dying without a will can have a devastating impact on a family. Without a will, property is divided according to state law, without regard to your wishes or expectations. Beloved family members and fr ... Read more

Planning Ahead: Advance Directives

While wills and trusts are the crux of estate planning, there are other documents that are important to have when creating your plan. The advance directive is one such document. So what is an advance ... Read more

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