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Estate Planning

Start financial planning for the new year now

Schooling: Some end-of-year planning can be beneficial for your growth of your retirement or college savings accounts. Read more…
Self-care: It is crucial that women plan carefully and consult a trusted financial advisor as they prepare for life on a Social Security income. Read more…

There are ways to pass on your passwords

Ask an Attorney: It’s prudent to set up a way for heirs to access your digital data, Facebook account, Twitter feed, photos, banking information, and more should you die unexpectedly. Read more…

Use care when transferring major funds to your children

Ask an Attorney: There are several ways parents can handle Uniform Transfer to Minors Act account monies. Read more…

Power of attorney is an important document

Power of attorney is an important document

Ask an Attorney: There are numerous dos and don’ts involved in taking on power of attorney for a family member. Read more…

Ex-pat estate planning: Five things non-U.S. citizens with children should consider

Ask an Attorney: For parents who are non-U.S. citizens, there are unanticipated events that can disrupt an otherwise documented estate plan. Read more…

Estate tax liabilities when you’re a non-U.S. citizen

Ask an Attorney: Plus, your options when turning over a large sum of money saved in a Uniform Transfer to Minors Act account when your child turns 18 or 21. Read more…

Understanding a Supplemental Needs Trust: Protecting assets for a disabled individual

Ask an Attorney: What you can do to legally protect a disabled person through this special trust. Read more…
Ask an Attorney: Legal expert Alison Arden Besunder explains how to make sense of assessing ownership to real property and how titles are transferred. Read more…
Ask an Attorney: Estate planners often want their children or grandchildren to be beneficiaries of their assests, but when those beneficiaries are minors under a certain age, certain issues need to be considered. Read more…

Divorce and the distribution of equity: Sample mediation sessions

Divorce & Separation: This is part 4 in a series of stories detailing what divorcing with the help of a mediator and collaborative divorce lawyer looks like. Read more…

No last will? Know the risks

Ask an Attorney: People often think that if they die without a will, everything will just get taken care of. However, failure to act now can cause financial and emotional burdens for those we leave behind. Read more…
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