Protecting Assets in a Second Marriage can be a challenge

Estate planning is nearly always worthwhile but can be extra important when you have stepchildren.

May 23, 2023

Avoid Unintended Consequences with your Planning

Although there is certainly no shortage of people with selfish or malevolent intent, a great number of estate plans that end in disaster are due to unintended consequences.

May 11, 2023

How an Annuity Beneficiary Works

Who you choose as the annuity beneficiary may impact how the annuity income is taxed if you pass away.

May 9, 2023

Protecting Inheritances in a Blended Family

As divorce and second marriages become increasingly common, more people find themselves raising children who are not biologically their own. Estate planning for blended families should address this unique situation.

April 10, 2023

Steps Seniors should take before Remarrying

As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.

March 6, 2023

Prenup is a Useful Tool in Estate Planning

A prenuptial agreement can save you a lot of money and time should your marriage end. Often called a prenup, this document lays out how your assets and debts will be distributed should your marriage end.

November 30, 2022

Steps to Avoid Inheritance Conflicts

Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.

November 9, 2022