Month: November 2013

Joint Accounts with Children: Convenient, But Dangerous

By Jeremy A. Wechsler, Esq. Your Estate Planning & Asset Protection Attorney Many people believe that joint accounts are a good way to avoid probate and transfer money to loved ones, particularly for single or widowed clients.  But while joint accounts can be useful in certain circumstances, they can have dire consequences if not used…
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November 8, 2013 0

Required Minimum Distributions

So many of our clients have turned 70 this year…and here I thought all the men were away fighting the war in 1943.  Go figure!  And of course, if you have IRAs, 401(k)s, 403(b)s or deferred comp plans, you know the best part of turning 70 is that you are now required by your favorite…
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November 8, 2013 0