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Estate Planning › Beneficiary Designations › Wealth Management

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Winthrop & Weinstine, P.A.

Estate Planning and Transfer on Death Deeds: New Insurance Warnings beginning August 1

Winthrop & Weinstine, P.A. on

A new Minnesota law comes into effect on August 1, 2024, which flags the importance of addressing insurance coverage within your estate plan, especially if your plan utilizes transfer on death deeds. A transfer on death deed...more

Kohrman Jackson & Krantz LLP

Passing Down Cryptocurrency Assets: Gifting And Estate Planning Considerations

Kohrman Jackson & Krantz LLP on

WHAT IS CRYPTOCURRENCY? Cryptocurrency is a digital asset that is created and traded online. Miners (computer operators) establish new units of digital currency and record them on a blockchain, a string of verified public...more

Farrell Fritz, P.C.

Surrogate’s Court Provides Guidance On Proving The Validity Of A Remotely Witnessed Will

Farrell Fritz, P.C. on

In January 2021, I wrote about Broome County Surrogate David H. Guy’s decision in Matter of Ryan, in which Surrogate Guy addressed the admission of a remotely witnessed will to probate in New York State.  Recently, in Matter...more

Keating Muething & Klekamp PLL

Estate Planning for Digital Assets (and not just your crypto!)

Keating Muething & Klekamp PLL on

Cryptocurrency - There are currently more than 4,000 different types of cryptocurrency. Bitcoin, Ethereum, and even Dogecoin are among the most well-known. As cryptocurrency continues to become more mainstream, its value...more

Manatt, Phelps & Phillips, LLP

Proposed Tax Legislation Could Significantly Impact Your Estate Plan

Manatt, Phelps & Phillips, LLP on

Recent news stories have been published about two bills introduced in the Senate that, if enacted, could have a significant impact on many estate plans. These bills include proposed changes that many estate planning...more

Pullman & Comley, LLC

Beneficiary Designated Property: A Trap for the Unwary

Pullman & Comley, LLC on

Financial institutions and brokerage firms occasionally recommend that client accounts be structured as joint or beneficiary-designated accounts without full consideration of the impact on the client’s estate plan....more

Farrell Fritz, P.C.

Wills, Trusts & Estates: Plain and Simple – Estates of the Rich and Famous

Farrell Fritz, P.C. on

Mishaps of celebrities in their estate planning can offer insight into what can happen when you neglect your estate planning. While interest in a band or song rights may not be a part of your family’s portfolio, business...more

Farrell Fritz, P.C.

Wills, Trusts & Estates: Plain and Simple – Will Power: Strange Will Provisions

Farrell Fritz, P.C. on

Time for some summer fun. You can make bequests in your Will and attach any contingency you would like. Whether the bequest or contingency will be able to be carried out, or withstand an objection by the beneficiary in the...more

Foodman CPAs & Advisors

This is the Time to Update Important Documents

Foodman CPAs & Advisors on

By unexpectedly raising apprehensions regarding mortality and quality of life issues that many Individuals were not addressing prior to the pandemic, the Covid-19 pandemic is provoking  individuals to think about their...more

Lowndes

Three Documents You Must Have to Protect Your Family During the COVID-19 Crisis and Beyond

Lowndes on

Naturally, COVID-19 has led to a large degree of uncertainty, which emphasizes the importance of having your estate plan in place – or establishing one if you have not done so already. ...more

Farrell Fritz, P.C.

Wills, Trusts & Estates: Plain and Simple – Estate Planning In The Time Of Coronavirus

Farrell Fritz, P.C. on

This is a surrealistic time for most of us, but we will come out on the “other side” and we still need to plan for the future. We should continue to take at least basic steps to plan our estates, like preparing wills and/or...more

Lewitt Hackman

What Happens in California if You Do Not Have an Estate Plan at Your Death?

Lewitt Hackman on

With the coronavirus pandemic, many people have asked, “what happens if I die without an estate plan?” Without a properly prepared estate plan, California does your planning for you. ...more

Proskauer Rose LLP

Wealth Management Update - February 2017

Proskauer Rose LLP on

February Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The February § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs...more

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