For most people, life insurance plays an important role in their estate plan. It can, however, play very different roles within that plan. The purpose a life insurance policy has within yourFREE estate planning worksheet. If you have questions or concerns regarding life insurance and how it fits into your estate plan, [Read More]
How Much is Too Much?
This article looks at the question of how much is too much to leave your children. Many people have pledged to give the majority of their wealth to charity. If you won’t leave all your assets to your children, the article provides resources for vetting worthwhile charities. [Read More]
The Importance of Communicating Your Plans
Each of us will die eventually. This article looks at how planning can make your passing easier for those whom you leave behind. Specifically, this article will look at the importance of communicating your plans with your loved ones to avoid disputes after your death. [Read More]
Your Planning Can Help Your Loved Ones
Each of us will die eventually. This article looks at how planning can make your passing easier for your loved ones. Specifically, this article will look at the importance of the manner in which assets are left for your loved ones. [Read More]
Disinheritance
Each of us will die eventually. This article looks at how planning can make your passing easier for those whom you leave behind. Specifically, this article will look at how you can disinherit someone with the least disruption to the family. [Read More]
Planning for Step-Children
If your spouse has biological children, you may consider them your own. But, if you haven’t adopted them, they have no inheritance rights. This article looks at how to plan for step-children. [Read More]
What’s Wrong with Using DIY Estate Planning Forms?
If you have yet to create even a basic estate plan, you likely have well-meaning friends and/or family members who are urging you to do so. That pressure may cause you to consider using “Do-It-Yourself” estate planning forms in the rush to get a plan in place. The Hartford estate planning attorneys at Nirenstein, Horowitz … [Read More]
Can a Trust Be Contested?
While a Last Will and Testament remains the most commonly used estate planning tool, a trust is not far behind in terms of popularity. Trusts are frequently included in a comprehensive estate plan for a wide variety of reasons, including the fact that a trust can help your estate avoid upcoming FREE seminar. If you … [Read More]
What Is the Medicaid Community Spouse Resource Allowance?
Although we all enjoy a much longer average life expectancy in the United States than our ancestors did a century ago, the natural aging process will catch up to us at some point. Physical and/or mental deterioration may, at some point, lead to the need for long-term care. That, in turn, may lead to the … [Read More]
What Is the Purpose of a QTIP Trust?
To create a successful estate plan, you must first consider your unique needs and goals. For example, if you are part of a blended family, your needs and goals will likely not be the same as they were during your first marriage. Now, you may be trying to provide for your current spouse while simultaneously … [Read More]
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