401(k)
Retirement Planning: Where to Start?
Contemplation of retirement can be both exciting and intimidating. Obviously, planning for the beginning of retirement should start early.
September 25, 2019
Blog Articles
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Annuities
What Is Your Goal for Heirs?
Many clients want to leave a legacy, not just save for a comfortable retirement.
September 24, 2019
401(k)
What Will Congress Be Considering that Will Affect My Retirement?
When Congress returns from recess, it will have a slew of proposals to consider, including some that could have a big impact on your retirement.
September 23, 2019
Estate Planning
What Will Happen to Jeffrey Epstein’s Estate?
Two days before he died in what was ruled a suicide in a Manhattan jail cell, Jeffrey Epstein signed a will that put all of his holdings into a trust.
September 20, 2019
Asset Protection
Can I Keep a Loved One’s Inheritance From Their Spouse?
I plan to leave most of my estate to my niece, but I do not want her estranged husband to be able to get his hands on any of the money. They are not getting divorced ‘because of the child.’ What is the most economical way to do this? They live in Missouri and may be moving to South Carolina. I am a New Jersey resident.
September 19, 2019
Estate Planning
How Do I Plan My Estate With a Disabled Child?
As our children with disabilities grow older, and we ourselves grow older, the future can seem daunting. The future can be overwhelming. Taking steps to plan for the future can seem way too complicated, especially when you don’t know where to start.
September 18, 2019
Advance Healthcare Directives
How to Help Your Elderly Parent Without Ruining Your Relationship
If your parent was extremely authoritarian or independent, it will be difficult for him or her to accept someone telling them what to do – especially one of their children.
September 17, 2019
Asset Protection
How Should I Title My Property in My Estate Plan?
The form of ownership is a key factor in structuring an estate plan. This is true primarily because the form of ownership governs the transferability of the interests.
September 16, 2019
Elder Law
Know Your Rights as LGBT Residents in Nursing Homes
Federal nursing home regulations and state and federal anti-discrimination laws protect all residents, including LGBT individuals, living in nursing homes from discrimination, harassment and abuse.
September 13, 2019
Asset Protection
Why is Amy Winehouse’s Ex Filing a $1 Million Claim on the Late Singer’s Estate?
The shameless junkie ex-husband of Amy Winehouse is making a $1.4 million legal claim on her estate —eight years after her death.
September 12, 2019
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