Why Do I Need a Power of Attorney?
A power of attorney can be invaluable.
Should I Change Beneficiary Designations if I Get a Divorce?
There are a number of reasons you may want to update your beneficiary designations on your investment accounts. Divorce might be one of them.
What is a Special Needs Trust?
Special needs lawyers can work with clients to set up individualized special needs trusts.
Can I Protect My Daughter’s Inheritance from Her Loser Husband?
My daughter is getting married soon. What can I do to protect her inheritance after my death?
How Does the IRS Know if I Make Gifts To My Grandchildren?
Federal and state tax authorities have no direct way of knowing how much is being gifted. The system relies on taxpayers self-reporting gifts.
How Do I Find a Great Estate Planning Attorney?
Estate planning is a critical part of financial planning, but something many Americans procrastinate about. Drafting a will and a health care proxy or power of attorney, maybe creating a trust, and maximizing your loved ones’ inheritances by minimizing taxes are all important matters you don’t want to leave to chance.
Who Should I Choose as My Trustee?
One of the most important decisions you face when creating a trust, is the choosing of the right trustee.
Your Spouse Just Died … is Probate Needed?
In many relationships, it’s common for one spouse to play money manager and the other to take a more passive role. This, however, can lead to major complications, when the financially dominant partner dies first.
What Does a Probate Attorney Really Do?
A probate lawyer can provide a variety of services to you, if you’re struggling to deal with matters related to your loved one’s estate.
Who Pays What Taxes on an Inherited IRA?
I'm the executor of my mother's estate. She has an IRA where the beneficiary is her estate. When I withdraw this IRA into her estate account, how will this money be taxed?