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Did a New York Woman Scam Her Own Daughter’s Inheritance?

February 9th, 2015
Sometimes people think that it takes a lot of wealth for problems to arise within families over estates. However, what is a lot for any particular family is relative. People who do not have much wealth will fight over far less money than those who do… Read More
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Categories: Current Affairs, Estate Planning, Probate, Trust Funding
Tags: estate plan, trust

Spring Cleaning Applies to Estate Plans Too

May 8th, 2013
Consider the people who fill out forms designating who inherits assets like an insurance policy and then never go back and revise the forms when, for instance, they divorce and remarry. And then, there are the parents who have not determined who will… Read More
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Categories: Uncategorized
Tags: Beneficiary Forms, estate planning, Estate Tax, Life Insurance, trust, will

Why Should I Name My Trust as Beneficiary of My Retirement Account

October 17th, 2012
An essential part of establishing and maintaining a trust is funding, the process by which your assets are moved into your trust.  Some assets need to be re-registered into your trust name, while others should have the beneficiary changed to nam… Read More
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Categories: Estate Planning
Tags: estate planning, Retirement Plan Beneficiary, trust
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