Posts by Maurice Offit, Esq.
Going Paperless: An Organizer’s Dream; An Estate Administrator’s Nightmare
Here is a sad, but true, story: The parents of a 35-year-old man who suddenly passed away retained a law…
Read MoreThe Estate Administration Checklist
As published in the October 2018 MACPA’S Statement By: Maurice Offit Everyone prepares lists – grocery lists, to-do lists and…
Read MoreDon’t Make the Same Mistake Prince Made, Make Sure that You Have a Will
A lot of people were surprised that Prince died without a Will. I wasn’t. A poll recently indicated that 64%…
Read MorePlan B: Asset Protection Planning
As published in MACPA Statement – October 2015 Clients spend their entire careers working hard and accumulating wealth; and once…
Read MoreWhat Every Client Needs: Food, Shelter, Clothing and Asset Protection Planning
As published in MACPA Statement I’ve always envied CPAs as they’re guaranteed to meet with their clients once a year…
Read MoreAn Organizer’s Dream, But a Potential Estate Planning Nightmare
As published in GGI FYI Trust & Estate Planning News Here’s a sad, but true story. The parents of a…
Read MoreDistribution of Your Children’s Trusts
Options to Consider Picture that you’ve just met with your estate planning attorney and in the course of discussing…
Read MoreReasons Why You Should Consider Leaving Your Children’s Inheritance in Trust for Their Benefit
On the popular television comedy, Modern Family, Claire and Phil Dunphy have two daughters, Haley and Alex, and a son,…
Read MoreGuaranteeing Your Family’s Inheritance After a Second Marriage
Sadly, one of every two marriages ends in divorce. But eighty percent of the people who get divorced, get married…
Read MoreHow to Protect the Inheritance that your Children Will Receive from Divorce
One of the things that I’ve learned over the years, is that clients aren’t sure that their children are happily…
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