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Probate can be a confusing and grueling process. Depending on the efficiency of your loved one’s estate plan and the complexities of their assets, the probate process may last well over a year after the death of your loved one. Among the most disconcerting matters is...
The pandemic is causing us to consider a lot of things that we may not have before, even if maybe we should have. It brings to mind something a colleague of mine shared recently. One unremarkable weekend, she left her small children with a babysitter and headed out to...
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it could have big implications for both your retirement and estate planning strategies-and not all of them are positive. Last week, we discussed three...
Personal Note: Today in the United States, we celebrate the Memory of a national Icon, Rev. Martin Luther King Jr. and all that he did when he led the Civil right movement of the 1950's and 1960'S. We in America today enjoy the benefits of one man who stood with his...
Personal Note Hello There, Summer is winding down and we are unofficially moving into fall. Students are back in school also. This is to wish all students, teachers and administrators a successful school year. Parents also have an important role to play in supporting...
As you already know, the COVID-19 pandemic means nothing is business as usual. Many states have implemented a "shelter-in-place" order to limit the spread of the disease; however, if you are not in a place with such an order, or if your parents are not following it,...
Today, we want to focus on one of the major risks of not being "in the know" when it comes to your parents' estate planning matters: the undue influence of bad actors. It is an unfortunate fact that predators emerge during times of upheaval to take advantage of...
When you create your estate plan, the idea that one of your adult children would ever use their inheritance to bankroll a cult is probably something you’d never dream of, much less anticipate. Yet that’s exactly what 40-year-old Clare Bronfman, heiress to the...
While some of those TV commercials for free credit-score report companies are pretty funny, having errors on your credit report is no laughing matter. Indeed, your credit score is one of the main factors determining your access to loans, credit cards, housing, and...
Many people come to us curious (or confused) about trusts and taxes. So today's article is going to sort it out and clarify things for you. There are two types of trusts, and each have different tax consequences. Revocable trusts, which are the far more commonly used...
