As discussed elsewhere on our website, Norman B. Handler, Anne H. Sullivan and myself do a lot of speaking for the National Institute of Transition Planning. In addition to the Federal government retirement seminars, we occasionally appear on the NIT… Read More

George Carlin once said that the whole meaning of life is “trying to find a place for your stuff!” After years of administering estates and trusts, I have found that more problems arise with the question, “what happens to the stuff.”… Read More

An essential part of estate planning is reviewing what assets a client has. The sheer number of clients “orphan” 401ks left at old jobs, is stunning. Why clients don’t move them covers the range from lethargy, procrastination and mi… Read More

An article a few months ago Forbes.com outlined something I have been suggesting to clients for years. There are two estate planning documents that everyone needs, from the day they turn 18 to the day they die. Those documents are a power of attorney… Read More

My very first blog post for our new website talked about the differences between on-line estate planning services and using a flesh and blood attorney. One of the big differences is that while it is easy to get power to someone, to direct that someon… Read More

I read an article recently about 9 steps to getting your estate plan in order, and found I disagreed with many of the suggested steps. Since many people will make doing their will and estate plan a big part of whatever New Year’s resolutions they w… Read More

For the last several months our clients have been getting notices asking them to pay for a “Recorded Deed Notice” so they will have “evidence” that they property they own was “in fact transferred.” Clients normally… Read More

Following up on my recent discussion here about beneficiary designations as a “Stealth Will“, a new survey done by NICSA, a not-for-profit trade association, found little consistency in how financial institutions treat a default beneficia… Read More