Call an Attorney When a Loved One Dies – Even When You Have a Revocable Trust When Arthur died, his investment accounts were properly titled
Robert created a trust that first distributed the first $2 million to his wife, Linda before making $500,000 bequests to each of his two daughters,
I’ve had several new clients come to me with an existing estate plan that includes IRA beneficiary designations naming their revocable trust as either the
Recently I’ve fielded many calls about advanced estate planning strategies, most likely brought on since the transfer of power in Washington to the Democratic party. President
A friend of mine officiated at another friend’s wedding some time before the pandemic. I asked him (in jest) if he was acting in his
Rob, a well-mannered, intelligent 25-year-old beneficiary to his grandfather’s trust came to me with a question. “My father told me that I can’t have any
Any parent of more than one child knows how different our kids are – even if they have the same mother and father and were
I’m happy to announce that my oldest daughter Gabi became engaged recently to her longtime boyfriend, Benjamin Bernstein. Gabi resides and works in New York
A couple of years ago, a very nice couple visited with me in my office. They had moved from Wisconsin, where their attorney was also
Many individuals have charitable intent that they would like to incorporate into their estate plans, but aren’t quite sure how to accomplish that. Today I’m
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