Blog

Office News: How to Budget During the Pandemic

A Guide to Budgeting During the Pandemic Seek relief from bills and prioritize spending during this tough time by John Waggoner, AARP, April 16, 2020  To some extent, the coronavirus is a budgeting force. Fewer people are driving, which...

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Legal News: Trust Beneficiaries Sue (Breach of Fiduciary Duty)

In the Lawyers Weekly (11/25/19) under Verdicts & Settlements: Mimi Greenberg died in 1974 and was survived by her spouse, defendant Nathan Greenberg and their two adult children, plaintiffs Ruthanne Miller and Henry Greenberg. Mimi had executed...

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Legal News: Financial Durable Power of Attorney vs. Health Care Power of Attorney

Power of Attorney is a legal document that allow you to give some one of your choice the power to act on your behalf. With a power of attorney, the person that you appoint will be legally permitted to take care of certain matters for you in the event...

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Legal News: What does it mean to FUND A TRUST?

To fund a trust is an essential step in setting up your Trust.  To fund a trust simply means that you need to transfer your assets into the name of your trust.  In order to do this, you must ensure that you title in the name of your trust...

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Legal News: How Can I Protect my Children's Inheritances?

HOW CAN I PROTECT MY CHILDREN'S INHERITANCES? The best way to protect your children's inheritances is by setting up a Revocable Living Trust and having your children receive their inheritance within a sub-trust of your Revocable...

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Office News: Being Ready will prevent major pitfalls in the future....

Had a very satisfied client in the office recently who exulted over the fact that we had been able to draft a will, power of attorney and other documents in a simple, non-legalese way that he could understand; not be mystified by legal jargon, and...

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Office News: Be Prepared, it's the only way to avoid the pitfalls and headaches....

Had a very satisfied client in the office recently who exulted over the fact that we had been able to draft a will, power of attorney and other documents in a simple, non-legalese way that he could understand; not be mystified by legal jargon, and...

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Legal News: James Gandolfini's Will was a TAX DISASTER!!

James Gandolfini's death at age 51 brought many discussions, none more strange than the fixation on his will. A few estate planning stories are salacious, such as the tale of Anna Nicole Smith. A few are amusing, such as Leona Helmsley's $12M...

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Legal News: Will Contests Procedure

This office has been involved in a number of will contests. There is a specific procedure to be followed. You must file an appearance before the return date of a formal proceeding; or file your own petition for formal administration of contesting a...

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Legal News: Why you must check your estate plan EVERY YEAR!!

Why You Must Check Your Estate Plan Every Year Revisit for Your Welfare Certain things happen every year: holidays, birthdays, anniversaries…and estate plan reviews. That’s right! Checking your estate plan is worth turning into an...

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