Too often an overlooked yet important element of your estate plan is your 401(k) and IRA beneficiary designations. Financial planners deem these “matter of fact”
There’s a big difference between a counselor and a salesman. This became evident to me while speaking to a client who opened a self-directed IRA
Most clients who have revocable trusts believe that there won’t be a probate opened upon their passing. I’ve written in the past how your trust
Like many professional offices, ours has gone electronic and mostly paperless – at least as much as an attorneys’ office can actually go paperless. So
I recently visited New York, Boston and Chicago, and in each location I used public transportation to move about, including the subway and light rail
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