by admin | Jun 1, 2023 | Estate Planning, Trusts
A living trust, also known as an inter vivos trust, is a potentially useful tool for estate planning that many people do not know about. In some cases, it can help to protect your estate from liability, and reduce the risk of problems when you pass away and your...
by admin | Apr 27, 2023 | Estate Planning
A healthcare proxy is an essential component of any estate plan, especially for people who have chronic health issues. However, even if you have a healthcare proxy, it may not be as useful as you might want if you have not updated it in a long time. But why might you...
by admin | Feb 16, 2023 | Estate Planning
Many people have loved ones who, due to some sort of chronic medical issues, require special care, and need help with various aspects of their life. For some of these people, a special needs trust can help to provide security for your loved one with special needs. But...
by admin | Sep 12, 2022 | Estate Plan, Estate Planning
If you are getting older and already have an estate plan in place, you may think you are prepared for whatever is coming. However, depending on your circumstances, it may be time to review your estate plan to ensure it does everything you need (or want) it to do. Here...
by admin | Aug 8, 2022 | Estate Planning
David J. Lorber, Principal, David J. Lorber & Associates, PLLC, says clients should start preparing for any changes proposed by the Internal Revenue Service (IRS) regarding the distribution of traditional Individual Retirement Accounts (IRAs) they inherited from...
by admin | Jul 6, 2022 | Estate Planning
A living will is, for many people, an important way of communicating their desires about healthcare, protecting them even if they become unable to make healthcare decisions for themselves. When written correctly, a living will can make plans for a variety of common...
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