Lee Rosenberg, CFP |
October 16th, 2009
Upon the death of a loved one, there are always questions among surviving family members. Whether their questions concern legal, financial, business or personal matters, the uncertainty of how to proceed can leave a mourning family in great distress. Worse still, without having specific guidelines to follow, conflicts can lead to feuding and law suits, or at a minimum, unnecessary ill will. Surely this is not what the deceased
Vincent Russo, JD, LLM, CELA |
July 15th, 2009
Life has become so complicated! How can one make sure that you have done all that you can to protect yourself and your family. We all are concerned about our finances, minimizing taxes, and paying for health care especially long term care. We also want to help our families and our communities.
Lee Rosenberg, CFP |
June 11th, 2009
Many of my widowed and divorced clients have gone on to remarry later in life (maybe even for a third time). It’s wonderful that they’ve found happiness, but from an estate planning point of view, it can be a real challenge to make sure that love does conquer all. Given their later stages, re-marrieds come to the altar with an array of entanglements- children, grandchildren, property, businesses, assets, health
Sy Goldberg, CPA, MBA, JD |
June 9th, 2009
Many individuals establish trusts as part of their overall estate plan. There are many valid reasons for establishing a trust such as asset protection, estate tax savings, and providing for incapacity.
However there are many reasons for avoiding a trust, if possible, if the assets involved are not significant.
There are significant compliance costs for administering and maintaining a long-term trust which can run into the tens of thousands of dollars or more after the creator of the trust passes away.
In addition, many trustees are exposed to significant liability if the trustees do not keep up-to-date with
