Recent advances in digital technology have made many aspects of our lives exponentially easier and more convenient. But at the same time, digital technology has also created some serious complications when it comes to estate planning. In fact, if you haven’t properly addressed your digital assets …Read More
This week, I uncover everything you need to know including your Digital Assets in your estate plan. Recent advances in digital technology have made many aspects of our lives exponentially easier and more convenient. But at the same time, digital technology has also created some serious complications…Read More
This week on my blog I cover, “What You Should Know About Your Website’s Terms Of Use”. Although it’s the likely most boring part of your website, having a well-thought-out Terms of Use page for your company’s website is a smart move. Your Terms of Use page sets the rules for your company…Read More
With the arrival of summer, young people across the country are about to reach a key milestone: high school graduation. If you have a child claiming their diploma, now is the time to prepare them for life after leaving the nest. Graduating high school is a significant accomplishment. However, it com…Read More
As a Family Wealth Lawyer, I see many of the same estate planning mistakes made time and again by people who either fail to plan properly or who use “do-it-yourself” estate planning websites or forms in an effort to save money. Without professional guidance, this can cause more problems for y…Read More
There is no doubt we are a nation of pet lovers. Unfortunately, the law as it is currently written views pets as property, so providing for your pet in your will won’t work. So how do you protect your favorite fur-person? With a pet trust. To create a pet trust, you should first discuss your wishe…Read More
As a Family Wealth Lawyer, I'm often asked to help people who inherit a retirement account. The action you need to take with an inherited IRA depends upon your unique situation; the IRS has rules for each and recently announced that they will be cracking down on taxpayers who make mistakes with in…Read More
There are a number of essential things a last will and testament can do for you, such as distribute family heirlooms and name a guardian for minor children, but there are some equally important things a will won’t do: Diminish estate taxes – a will won’t help you decrease your estate taxes, bu…Read More
Balancing the needs of a multi-generational blended family with your own wishes can be a complicated task, especially when it comes to estate planning. With a majority of Americans not only marrying once, but twice, three or even four times during their lives, it is a challenge that will come to man…Read More
A child’s wedding day is one of the happiest occasions in life for most parents, especially when they approve wholeheartedly of that child’s choice of mate. Sometimes, however, the choice is not always welcomed, and parents become concerned about how to protect assets they plan to leave their ch…Read More
How to Protect Elderly Parents From Financial Abuse According to a recent study by the Investor Protection Trust and Investor Protection Institute, the top three ways that the elderly could be financially exploited are: Theft of funds or property by family members Theft of funds or property by careg…Read More
You’re never too young or too old to save for retirement. Here are some guidelines by age group: Under 25: If you graduated from college with debt, you're certainly not alone – the average debt burden is currently $26,500 for 65 percent of college graduates. Once you are able to get a good job…Read More