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]
Estate Planning Conference Discusses SECURE Act and More
The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week in Orlando, FL. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. The SECURE Act was the biggest topic this time. Read on to learn more. [Read More]
Beneficiary Designations and Other Non-Probate Transfers
Many of us are surprised that our assets may not go to those named in our Will. However, if you have assets controlled by beneficiary designations or other non-probate transfers, that’s the case. Read on to learn how a Will might not control all your assets. [Read More]
Long-Term Care Planning Steps
As much as we all prefer not to dwell on the possibility, the reality is that we all stand a good chance of needing long-term care at some point during our retirement years. Knowing that, it makes sense to plan for the possibility within your estate plan. Toward that end, a Connecticut Medicaid planning attorney … [Read More]
Preventing Falls – What You Need to Know
Whether you are a senior yourself, or you are the loved one of a senior, you should be aware that seniors are at an increased risk of a fall. In an effort to help you prevent serious injury, a Westport elder law attorney at Nirenstein, Horowitz & Associates, P.C. explains what you need to know … [Read More]
Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This fourth article in the series looks at testamentary capacity. [Read More]
Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the third part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This article looks at fraud. [Read More]
I Am a Trust Beneficiary. Do I Have Rights?
A trust is often used in lieu of, or in addition to, a Last Will and Testament to distribute assets to beneficiaries within an estate plan. If you are a beneficiary of a trust, you are dependent on the Trustee to administer the trust properly in accordance with the terms as set forth in the … [Read More]
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