“Young adults can often feel like they’re immortal, but nobody really knows how long they’ve got left, and that’s why estate planning is key at any age.” Those in their ...
When we think about end-of-life issues, one of the first concerns is an accurate, updated estate plan. An estate plan is more than a last will – it is what ...
“The beneficiaries of an inherited IRA are bound to IRS rules.” With an inherited IRA, in many cases the parent is the original beneficiary and the children are the successor ...
“After taking inventory of your possessions, including your home, vehicle, stocks, life insurance policies, etc., there are many steps you will need to take to protect these assets — and ...
“I’m the executor of my mother’s estate. She has an IRA where the beneficiary is her estate. When I withdraw this IRA into her estate account, how will this money ...
“If you were one of the masses whose divorce was finalized in 2018, now is the time to revise your estate plan.” The recent changes in the tax laws created ...
“In this article, we are going to give you the reasons why you should hire a lawyer for your estate plan.” A common question among people is “Can I write ...
“Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed. With proper planning, insurance money can ...
Estate lawyers and financial planners are often asked whether it is a good idea to transfer all of your property, especially real property, to children or relatives before you pass ...
“With certain financial instruments, the beneficiary designations control the asset dispersion, regardless of other provisions, such as those in a will.” What if your spouse just passed away and you ...
“ Fiona and her team made a complicated and potentially difficult process of planning for the inevitable an easy, pleasant and uncomplicated experience. Amazing!”
“ The staff was very professional, courteous, and responsive. The process of updating and restating our trusts was less arduous than anticipated. Every question was clearly explained and clarified and aimed at our level of understanding. This was an A+ service.”
“ Fiona is professional and highly knowledgeable, but what sets her apart is her ability to explain complex legal details in an easy to understand manner. She is friendly and patiently answered our many questions thoroughly. Her staff is equally friendly and responsive. And they accomplished all of this under virtual conditions! Very pleased with our experience.”
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