Most of us have an idea whom we’d choose to receive our assets at our death. But often we don’t contemplate what should happen if the people whom we’ve selected die before us. Read on to learn more about contingent beneficiaries. [Read More]
Joint Tenancy Pros and Cons
Joint tenancy is a commonly used form of ownership between two or more people. It can be an easy solution. However, it can have drawbacks. Read on to learn more. [Read More]
Best Places to Retire: State Taxation
You owe federal income tax wherever you live. But your overall tax burden can vary dramatically depending on where you live. Read on to learn more. [Read More]
Choosing Your Fiduciaries
During the creation of your estate plan, you will be required to make numerous decisions. Some of those decisions will seem relatively unimportant; however, others will have a direct impact on the success – or failure – of your overall estate plan. Among the more important decisions you will make are those that involve choosing … [Read More]
Preparing for Coronavirus
The novel coronavirus, COVID-19, is spreading in the United States and across the globe. Learn what steps you can take to prepare yourself and help prevent its spread. [Read More]
Do You Need More than One Will?
A Last Will and Testament likely serves as the foundation of your estate plan. If you have already executed a Will, you know what a Will can accomplish. You probably also know that you may need to modify the terms of your Will from time to time as your family and your estate grow. What … [Read More]
The 2020 Lifetime Exemption
Creating a successful estate plan requires you to do more than just decide how your estate assets are to be distributed after you are gone. In order to ensure that you have assets left to distribute, your estate plan should also help grow your assets during your lifetime and protect them after you are gone. … [Read More]
Choosing Your Fiduciaries
Within the average estate plan, you will find the need to choose several fiduciaries. One of the most common estate planning mistakes is to appoint the wrong people to those positions. To help you avoid making that mistake, a Westport estate planning attorney at Nirenstein, Horowitz & Associates, P.C. explains the importance of choosing the … [Read More]
Planning for the SECURE Act
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act. This article examines some planning strategies for dealing with the SECURE Act. Read on to learn more. [Read More]
The SECURE Act and What It Means for You
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. Read on to learn more. [Read More]
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