Leonard J. Frankel named to 2020 Best Lawyers
August 16, 2019
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Congratulations to Leonard J. Frankel who has been recognized as “Lawyer of the Year” in the 2020 edition of Best Lawyers! Lenny was chosen by
Our Blog
How Much Will Long-Term Care Cost?
August 16, 2019
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Many people are frightened of long-term care costs—for good reason.
A Roadmap for the First Day of Your Retirement
August 14, 2019
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It is time to evaluate your options for how to use your time when you stop working.
What is the “Kiddie Tax”?
August 13, 2019
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Children and grandchildren inheriting traditional IRAs could quickly find themselves in the top 37% tax bracket, thanks to changes ushered in by the Tax Cuts and Jobs Act.
Can I Name a Trust as the Beneficiary of an IRA?
August 12, 2019
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When you set up an IRA with a brokerage, you’ll usually be asked to designate a beneficiary. This is where you would enter the trust as your beneficiary, should that be the option you choose.
Does My Credit Card Debt Die With Me?
August 2, 2019
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Some things don’t disappear even when you die, including credit card debt.
Why a Trust is Necessary When You Have Children
August 1, 2019
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There are mechanisms that you can put in place through a trust to help your children become financially responsible with their inheritance.
Six Steps to Get Your Loved One’s Financial Records Organized
July 31, 2019
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If your loved one’s organizational style consists of dropping off paperwork somewhere in the spare room instead of creating a financial document file that would delight Marie Kondo, you might feel overwhelmed.
Does Your Estate Plan Include a Pet Trust?
July 30, 2019
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A pet trust is a legal arrangement that specifies how your animal companions would be cared for and taken care of financially if you pass away, or if you become ill or disabled and can no longer take care of them yourself.
Should I Roll A 401(k) into an Annuity?
July 29, 2019
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Many annuities cannot be passed on to a beneficiary; any money left in them when you die goes to the insurance company.
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