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Counting on an Inheritance to Retire
May 12th, 2015
A new survey suggests that many Americans are counting on receiving an inheritance to retire on instead of saving enough for retirement themselves. This has the potential to create disasters for several reasons. Recently CNBC published the res…
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Gift Tax Basics
May 11th, 2015
People who want to give a large amount of money to another person often have questions about how much they can give without having to pay taxes on the gift. Fortunately, the gift tax is relatively simple once you know the basics. …
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Alternatives to Talking about Death
April 2nd, 2015
Estate planning attorneys always tell their clients that the most important thing to do to ensure a smooth estate administration is to talk to family members about what they need to do. However, there is an alternative if you are uncomfortable with t…
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Estate Planning to Prevent Identity Theft
March 31st, 2015
By now most people are aware of the necessity to exercise diligence to prevent identity theft. People know to check their credit statements and how to look out for irregularities. However, when you pass away, you can no longer do that. Identity thiev…
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Greg Plitt Died without a Will
March 13th, 2015
Celebrity estate plans are often best known for their mistakes. One recently deceased celebrity made the biggest estate planning mistake of them all. He didn't have an estate plan. Greg Plitt might not be a household name to everyone. He…
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Estate Planning Tips for Blended Families
March 12th, 2015
Blended families are continuously becoming more common in the United States. This creates special considerations that must be taken into account during estate planning because not planning properly for blended families is a good way to ensure that th…
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Lessons from the Robin Williams Estate
March 10th, 2015
Initially experts believed that the dispensation of Robin Williams' estate would go smoothly. However, that has not turned out to be the case. There are lessons to be learned from what went wrong. Upon the passing of Robin Williams, along…
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Estate Planning and Cohabitation
February 27th, 2015
More and more young Americans are choosing not to get officially married, but living together as unmarried couples. This trend creates special needs in estate planning for these couples. While most Americans who live with a significant other a…
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Estate Planning for Widows
February 19th, 2015
Anytime someone loses a spouse, it is important that the surviving spouse's estate plan be revisited. As it turns out, widows often need something different than widowers. Studies suggest that single women are mor…
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Inheritance Stolen after Social Media Posts Made About It
February 17th, 2015
While many people prefer to keep their financial affairs private, there are others who have no problem letting the entire world know about them. One young man in Philadelphia is learning the hard way that it is not a good idea to let the…
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