Are you prepared for unexpected incapacity? Physical or mental incapacity will prevent you from managing your family's financial affairs. If you are responsible for your family's finances, it is … [Read more...] about Preparing for Unexpected Incapacity
Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
Beneficiary designations can be deceptively simple. But their simplicity is like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and … [Read more...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
“Last Will and Testament” Origin
Why do you have a “Last Will and Testament.” Even Estate Planning attorneys are unlikely to know the etymology of the term. It was the subject of a recent question on “Jeopardy.” Read on to learn … [Read more...] about “Last Will and Testament” Origin
Pandemic Relief for Employers
The pandemic has been difficult for many of us, including some Estate Planning attorneys. Sometimes it’s difficult to follow all the news. But, there’s little-known pandemic relief for employers … [Read more...] about Pandemic Relief for Employers
How to Dispose of “Stuff”
Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most concerned with the things around them rather than … [Read more...] about How to Dispose of “Stuff”
