Options for Giving to Minors

If you are considering making a gift to a minor, you have options. Typically, a gift to a minor will be done in trust, which allows you to maintain maximum control over the funds, or through a custodial account under the Uniform Gift to Minors Act (UGMA) or Uniform Transfer to Minors Act (UTMA), which is more strictly regulated by state laws. Read More

Retirement Beneficiary Designations – Common Mistakes

When is the last time you checked your beneficiary designation forms for your IRA or employer sponsored retirement plan? Even if you think your forms are all set, who you have listed – or not – may surprise you. Some of the most common estate planning pitfalls lay in beneficiary designation forms, which trump the terms of a will. Read More

Protecting Decedents from Identity Theft

The loss of a loved one brings an overwhelming time of grief and stress. In addition to taking the time to grieve, family members have much to do in the days and weeks following the death of a loved one in order to wrap up the deceased’s affairs. Read More

The Basics of Estate Planning for Intellectual Property

If you are an inventor, architect, artist, author, or business owner, you may have already thought about planning for your intangible intellectual property within your estate. But, many individuals have this type of property and don’t realize it, or the extent of it. Read More

The Estate Plan Checkup You Need After a Divorce

Are you recently divorced? Among all of the changes and logistics that accompany divorce, from legal battles and paperwork to adjusting to a life without your former spouse and the emotions that may come with it, it’s common to forget one of the most important post-divorce practices: updating your estate plan. Read More

Who Will Take Care of Your Pet After Your Death?

For many, pets are part of the family – but have you considered what would happen to your pet if you die or become incapacitated? Because pets don’t receive the same protections under the law as do other dependents, it is up to pet owners to ensure that there is a legally effective plan in place. Read More

The Aging Parent Conversation

The thought of a parent approaching the end of his or her life is often a disconcerting one. A discussion on the subject is often avoided both by children struggling to bring up the subject, and by aging parents who can fear losing their independence. Read More