IRS Blesses 2nd Marriage Planning Technique for IRA

by | Feb 19, 2019 | Uncategorized

The following article was written by Charles (Chuck) Rubin for JDsupra.com.  It details a new estate planning technique approved by the IRS that may prove useful to individuals in second marriages. A common issue in planning for marriages with prior children is how to...
Estate Planning Jargon: What Does it Actually Mean?

Estate Planning Jargon: What Does it Actually Mean?

by | Feb 5, 2019 | Uncategorized

Confusion seems to abound among non-lawyers (and, unfortunately, some lawyers) about the various roles people or institutions can play in typical estate plans.  These are the “personnel decisions” in estate planning. Clients often question what it means, for example,...
Planning for Your Pet After You’re Gone

Planning for Your Pet After You’re Gone

by | Feb 1, 2019 | Uncategorized

Do You Treat Your Pet Like Family? While you may treat your pet like family, the law doesn’t.  Many people don’t realize that if not specifically accounted for in an estate plan, a pet will be treated as any other personal property.  The repercussions can range from...