October 10, 2017 |
Key Questions to Ask When Giving Away Your Money Before You Pass Away
There are ten key questions that you should consider in the process of thinking about giving away money as part of your estate. Consulting with ...
Learn MoreKey Questions to Ask When Giving Away Your Money Before You Pass Away
There are ten key questions that you should consider in the process of thinking about giving away money as part of your estate. 
Consulting with a knowledgeable estate planning lawyer can help you get half the way towards protecting your interests and ensuring that you’ve considered all potential outcomes. These questions include:
Schedule a meeting with a member of our advisory team
Author: ron_rasco
October 9, 2017 |
New Opposition to Estate Tax Rule from Presidential Administration Could Affect Business Owners with Wealth
The Treasury Department is currently evaluating a proposed regulation that could change how wealthy business owners are eligible to pass on businesses to their children ...
Learn MoreOctober 5, 2017 |
Looking at All Sides of Your Estate Plan
Most estate planning conversations with a lawyer have to do with the trusts that are set up upon each individual’s death, their attitudes or self-sustaining ...
Learn MoreOctober 4, 2017 |
Extra Layers of Protection in Estate Plan Provided by Durable Power of Attorney
There are two major types of durable powers of attorney that can be essential for estate planning purposes. They should always be executed as part ...
Learn MoreOctober 3, 2017 |
Maximizing the Value of Your Estate: Hire a Lawyer When Considering Real Estate
Leaving behind sizeable cash assets, gifting or transferring this type of wealth to family members is part of your estate plan and could be subjective ...
Learn MoreOctober 2, 2017 |
Women Are Living Longer and Therefore More Financial Planning Is Needed
Financial and estate planning advice is intended to apply to everyone but the strategies and tactics used maybe differentiated based on the gender and age ...
Learn MoreOctober 2, 2017 |
A Sudden Death in the Family Can Present Challenges for Your Loved Ones
If the joint owner on a piece of property passes away, other individual owners may have questions about removing their name and whether or not ...
Learn MoreSeptember 28, 2017 |
Trust, Taxes, and Income
For the majority of retired investors and retirees overall, taxes, trusts, and income are all critical issues. These may be seen as a necessary evil ...
Learn MoreSeptember 27, 2017 |
How Is an Administrator in New Jersey Appointed When There is No Will?
When there is no will established by a person, a personal representative or administrator will be appointed by the surrogate’s court. The first right to ...
Learn MoreSeptember 26, 2017 |
Think About Your Finances Before Becoming a Snowbird
Before you start splitting time between two or more states, think about where you’d like to have as your primary place of residence because ...
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