Estate and Trusts
The Weekly Scenario: IRA Beneficiaries
Question: My father passed away this year and I was named as the beneficiary of his IRA. Do I have…
Read MoreThe Weekly Scenario: Succession Planning
Question: How do I coordinate my succession plan for my business with my estate planning goals? Answer: As Benjamin Franklin…
Read MoreThe Weekly Scenario: Petition for Guardianship
Question: What factors should I consider before I potentially hire an attorney to file a petition for guardianship for my…
Read MoreThe Weekly Scenario: “As Per Will”
Question: My wife passed away and her IRA beneficiary designation read “As Per Will.” How will the IRA custodian interpret…
Read MoreThe Weekly Scenario: Beneficiary & Heirs
Question: My estate documents use the terms beneficiary and heir. Is there a difference between the two? Answer: The terms…
Read MoreThe Weekly Scenario: Special Needs Trusts
Question: I have an adult daughter who is developmentally disabled. She is able to work and receives Social Security Disability…
Read MoreThe Weekly Scenario: Talking To Your Children about Your Will
Question: Should we tell our kids what we plan to leave them under our Wills? Answer: Estate planning is often a…
Read MoreThe Weekly Scenario: Long Term Care Insurance For Future Costs
Question: Should I consider long term care insurance as a viable option to address my potential future nursing home costs?…
Read MoreHow to Make Tax-Efficient Gifts to Children, Grandchildren for Their Education
Herb Fineburg and Jeanna Lam Published in the Legal Intelligencer As Published in the Legal Intelligencer One of the most…
Read MoreThe Weekly Scenario: Roth IRA Contributions Under TCJA
Question: I have exceeded the ability to make a Roth IRA contribution this year. Is it still possible to make…
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