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As estate planning and probate attorneys, we often see evidence of a lack of financial literacy. While the bulk of financial literacy programs focus on amassing and growing wealth, there is a distinct lack of focus on how best to pass that wealth to the next...
“A real collector does not sell.” – Eli Broad For those of you with an extensive collection of stamps, dolls, sports memorabilia, vintage cars or whatever you fancy, some consideration about how to pass on these valuable relics will make the job significantly easier...
When drafting a Will, one must always consider the possibility that a beneficiary (or someone who expected to be a beneficiary) may be dissatisfied with their inheritance or disgruntled because they did not receive an inheritance. This is called a contest. When...
Anthony Kim specializes in assisting clients with Federal and state tax matters. He has worked over 26 years as an attorney with the Office of Chief Counsel, Internal Revenue Service, as a legal adviser and has litigated some of the most complex tax issues for the...
Whether at work, home or with friends, communicating our thoughts and feelings effectively may be the key to happiness. Here are a few ideas for improving your style and achieving results. Know Your Audience You’ve probably heard the expression, “read the room”, which...
Amobi Okugo recently retired after 13 years as a professional soccer player. In 2010, Amobi was drafted in the first round (6th overall) in the Major League Soccer (“MLS”) SuperDraft by the Philadelphia Union. Over the course of his stellar soccer career, he played on...
Holidays are a time for joy, celebration, and fun family gatherings. They may also be the perfect opportunity to ensure that your parents have created a comprehensive estate plan and that it reflects their current wishes. The Top 3 Things to Ask Your Parents about...
If you’re like most of us, you hope to bless your children with a sizable inheritance. But some asset types require maintenance, an influx of cash, or a lot of space to store. If the asset you’re bequeathing is too complicated to handle or to sell, it might not be an...
As we’ve often said, a Will and Trust are living, breathing documents. They provide power and access to your loved ones during lifetime as well as set forth the terms for distribution of assets at death. For these reasons, your estate planning documents are often...
If your spouse has passed away, you may be concerned about maintaining payments on your home or accessing loan data that only your spouse had access to during their lifetime. There are some federal laws which allow surviving spouses to obtain mortgage information,...
