Should I Do Estate Planning Now?
December 6, 2021
No Comments
Not having an estate plan can create problems for the people you love the most.
Our Blog
What Do I Do with Estate Plan after Divorce?
December 4, 2021
No Comments
Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure that your estate planning is up to date.
Do Gifts Count Toward Estate Taxes?
December 3, 2021
No Comments
A recipient of a gift does not pay income taxes on the gift. However, the gift-giver may pay gift taxes, unless one of two exemptions applies.
Do College Kids Need Estate Planning?
November 29, 2021
No Comments
As a legal adult after attaining the age of 18, your child should have in place several legal documents that will allow you to provide support and obtain information, if something unexpected happens to your child.
What a Will Won’t Accomplish
November 22, 2021
No Comments
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
Before They’re Gone—Estate Planning Strategies
November 20, 2021
No Comments
If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before new legislation passes, you undoubtedly will receive these over the next few months.
Should You Put Your House in Your Child’s Name?
November 19, 2021
No Comments
In a nutshell, it might be better for your mom to put the home in a living trust that allows her to control the home while she is alive and allows you to inherit the home through the trust upon her death.
H3 Halacha Summit
November 15, 2021
No Comments
We are proud to sponsor at the H3 Halacha Summit! This will be one of the most impactful events for those looking to level up
What Do I Need in My Estate Plan?
November 12, 2021
No Comments
An effective estate plan uses a collection of documents and teamwork to protect one’s assets and personal property. An effective estate plan also explains and carries intentions of how to pass control down to successors in the event of your absence.
Some of Most Famous (or Infamous) Estate Planning Mistakes
November 10, 2021
No Comments
If you do not learn from your mistakes, you are doomed to repeat them. In Estate Planning, if you do not learn from other’s mistakes, you are likely to repeat them.
Recent Posts
Join Our eNewsletter & Blog Digest
