Estate Planning Archives - Page 2 of 2

Estate Planning - Keep the Family In Mind

January 3rd, 2015

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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

Where Does the IRA Go When Beneficiary Designations Fail?

December 9th, 2014

Posted By

Marc S. Levine

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

Why Use an Attorney For Estate Planning When You Can Just Get a "Will" Online and for Less?

October 6th, 2014

Posted By

Marc S. Levine

I am asked this question all of the time – in seminars, when people are calling to inquire about my services, and during the initial consultation I have with clients when we are talking about the fee. There are a lot of answers, all of them goo… Read More

» Estate Planning

Estate Planning - Keep the Family In Mind

Where Does the IRA Go When Beneficiary Designations Fail?

Why Use an Attorney For Estate Planning When You Can Just Get a "Will" Online and for Less?

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