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Family LLC

Should I Create an LLC for Estate Planning?

Somewhere between a corporation and a partnership lies the limited liability company (LLC). This hybrid legal entity is beneficial not just for small-business owners but is also a powerful tool for estate planning.

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Selecting a Beneficiary

Selecting a Beneficiary for a 401(k)?

You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The information on your 401(k) beneficiary form typically supersedes what is written in your will. Therefore, it is important to keep this form up to date for all your retirement and investment accounts.

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Selecting a Beneficiary

What Must Be Done when a Loved One Dies?

It can be hard to move through your daily life after someone you love dies. It may be even harder to embark on the complex tasks required to put their financial affairs in order. However, you can’t afford to put that off.

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Frankel, Rubin, Klein, Siegel, Payne & Pudlowski, P.C., Attorneys at Law

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