H3 Halacha Summit
November 15, 2021
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We are proud to sponsor at the H3 Halacha Summit! This will be one of the most impactful events for those looking to level up
Our Blog
What Do I Need in My Estate Plan?
November 12, 2021
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An effective estate plan uses a collection of documents and teamwork to protect one’s assets and personal property. An effective estate plan also explains and carries intentions of how to pass control down to successors in the event of your absence.
Some of Most Famous (or Infamous) Estate Planning Mistakes
November 10, 2021
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If you do not learn from your mistakes, you are doomed to repeat them. In Estate Planning, if you do not learn from other’s mistakes, you are likely to repeat them.
What Is a Guardianship?
November 8, 2021
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Guardianship is a legal action where the court deems an adult an incapacitated person and appoints someone, the guardian, to make decisions about the care and finances of the individual.
Do I Need a 529 Education Savings Plan?
November 5, 2021
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Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. However, did you know that a 529 can also be a powerful estate planning tool?
“Silver Divorce” – Do People Get Divorced after Age 65?
November 3, 2021
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A divorce almost always comes with emotional, personal and financial complications. However, a divorce late in life also adds a level of complexity to your estate and tax plan.
Where Do You Score on Updating Your Estate Plan?
November 1, 2021
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Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
What Should Small Business Owners Know about Estate Planning?
October 29, 2021
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Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
Is a Rollover IRA a Good Idea?
October 28, 2021
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With Covid-triggered changes in the economy and more people taking early retirement or changing jobs, there has been a surge in rollovers from 401(k)s to individual retirement accounts.
What Is the Best Thing to Do with an Inherited IRA?
October 13, 2021
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Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.
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