How the world has changed.  In the old days, like 20 years ago, you had a will, maybe a trust and perhaps a safe deposit box.  A few even had safes in their homes.  It was easy to make certain that, if you became incapacitated or died, someone close to you could easily handle your…

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By Jeremy A. Wechsler, Esq. Your Estate Planning Attorney Beware of Trust Mills: Trusts mills are companies that sell trusts to senior citizens, without consultation by a lawyer. The motivation behind trust mills are two-fold: First, they charge a significant amount of money for un-customized documents that do a disservice to clients. Second, the companies,…

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Ed Slott is probably the most well-known IRA expert in the country.  I’ve had the pleasure of breaking bread with Ed several times over the past ten years and enjoy not only his huge reservoir of IRA knowledge but his keen sense of humor.  Rarely does a weekend go by that Slott isn’t quoted in…

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By Jeremy A. Wechsler, Esq. Your Estate Planning Attorney Is it a good idea to write your own will? I always say, what you put into something is what you will get out of it. If you want a sound estate plan that protects your legacy, you need to work with a professional who has…

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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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Having a well-crafted estate plan is key for all families. If you don’t have a plan, you could leave your family with conflict and confusion. Below are a few common estate planning questions. 1. What if I don’t have a Power of Attorney, what happens? You need to make sure you have valid health care…

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