» estate plan

Counting on an Inheritance to Retire

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… Read More
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Gift Tax Basics

    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.  … Read More
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Alternatives to Talking about Death

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… Read More
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Estate Planning to Prevent Identity Theft

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… Read More
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Greg Plitt Died without a Will

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… Read More
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Estate Planning Tips for Blended Families

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… Read More
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Lessons from the Robin Williams Estate

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… Read More
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Estate Planning and Cohabitation

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… Read More
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Estate Planning for Widows

    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… Read More
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Inheritance Stolen after Social Media Posts Made About It

   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… Read More
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