Category: Estate Planning

Retirement, Income, Tax & Estate Planning.

Digital Assets, Passwords and the Last Limo Ride

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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June 24, 2015 0

Trust Mill Attorney Disbarred

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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August 14, 2014 0

What’s better: A Stretch IRA or Life Insurance?

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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August 14, 2014 0

Caution: Do-It-Yourself Wills

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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April 15, 2014 0

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

Beneficiary Controlled Trusts

By Jeremy A. Wechsler, Esq., Your Estate Planning & Asset Protection Attorney Asset protection is no longer for the super wealthy. In today’s world, consider how common the following events are: divorce, bankruptcy, foreclosure, lawsuits, creditor problems, addictions, special needs, and an inability to manage money properly. While you’re putting together your estate plan, you really…
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August 9, 2013 0

Common Estate Planning Questions

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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July 26, 2013 0