Estate Planning

How to Leave an IRA to Grandkids

How to Leave an IRA to Grandkids

Diane Pearson, CFP, CDFA | September 17, 2014

Leaving an IRA to your grandchildren rather than your children could make it more valuable to your family. Heirs who…

Is There Trouble in Your Will?

Is There Trouble in Your Will?

Herbert E. Nass, Esq. | July 30, 2014

Don't Let Your Heirs Lose Out Taxpayers have entered a new era in estate planning. Now that the federal estate…

The New Inheritance Rules Are Tricky

The New Inheritance Rules Are Tricky

March 26, 2014

Important steps to take now For most people, the federal estate tax became a thing of the past at the…

Loving Gifts to Give Your Heirs (Long Before You Die)

Loving Gifts to Give Your Heirs (Long Before You Die)

March 26, 2014

You don’t have to wait until you pass away to bestow financial benefits upon your eventual heirs. And there are…

Protect Your Digital Estate
Estate Planning

Protect Your Digital Estate

Naomi R. Cahn, Esq. | February 28, 2013

Make sure your heirs inherit your online photos…bank accounts…Web sites…blogs…more Our real-world possessions might not be all that we want…

The Great Estate Tax Mess of 2010
Estate Planning

The Great Estate Tax Mess of 2010

Martin Shenkman, CPA, JD | January 23, 2013

How One Mistake Can Cost You Millions Congress has created great confusion for people seeking to minimize the possible tax…

Tax Alert: The Government Could Get Much More of Your Money
Estate Planning

Tax Alert: The Government Could Get Much More of Your Money

Gideon Rothschild, Esq. | October 24, 2012

If you have more than $1 million in assets, an important deadline is fast approaching to take advantage of some…

Inheritance Hijackers: The Thieves Are Likely to Be Family Members

Inheritance Hijackers: The Thieves Are Likely to Be Family Members

Robert C. Adamski, JD | September 6, 2012

Americans are due to inherit more than $100 trillion in the coming two decades. Unfortunately, billions of those dollars will…

All About Death & Taxes Beyond Estate Taxes

All About Death & Taxes Beyond Estate Taxes

September 5, 2012

Ben Franklin said that nothing is certain, except death and taxes -- and in this day and age, death and…

Update Your Will Now… and Avoid These Common Mistakes
Estate Planning

Update Your Will Now… and Avoid These Common Mistakes

Herbert E. Nass, Esq. | September 5, 2012

As the new year approaches, it is a good time to review and update -- or create -- an estate…

Simple Guide to Estate Planning
Estate Planning

Simple Guide to Estate Planning

Alexis Martin Neely, JD | September 4, 2012

For the widowed, divorced and never married Deciding what should happen with your financial assets after you die is one…

Here’s an Estate Plan That Works…
Estate Planning

Here’s an Estate Plan That Works…

August 30, 2012

Even when the tax rules change again Even though taxes are said to be one of the two certain things…

Don’t Make These Costly Mistakes When Naming Beneficiaries

Don’t Make These Costly Mistakes When Naming Beneficiaries

Mary Randolph, JD | August 24, 2012

If you have drafted a will, you may think that it dictates who inherits all of your assets and how…

Has the Market Crash Ruined Your Estate Plan?
Estate Planning

Has the Market Crash Ruined Your Estate Plan?

August 24, 2012

How to fix it... If your portfolio took a pounding in 2008, your estate plan probably needs some attention. You…

Does Your Will Contain These Terrible Errors?

Does Your Will Contain These Terrible Errors?

Mary Randolph, JD | August 1, 2012

What to do if it does Make a seemingly minor misstep when you draft your will, and your assets might…