Why Name a Guardian?
November 17, 2022
Few will argue that the most important time to have a will is when you are parents of young children.
Downs Law Firm, P.C.
Beneficiary
Choosing a Power of Attorney?
March 2, 2022
These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.
Should You Rule From the Grave?
October 7, 2021
There are many stories of strange conditions in wills and trusts over time. For example, the German poet Heinrich ‘Henry’ Heine died in 1856 and left his estate to his wife, Matilda, on the condition that she remarry, so that ‘there will be at least one man to regret my death’.
What are the Advantages of a Testamentary Trust?
August 18, 2021
This legal document can also be beneficial in many situations, such as if you want to leave an inheritance to someone but aren’t sure they will use the gift wisely.
Beneficiary Designations Override a Will
August 9, 2021
Beneficiaries, in general, are people or entities that the holder of an account designates to receive the assets in the account, typically, in the event of the account holder’s death.
How Do Special Needs Trusts Work?
June 29, 2021
Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.
How Does an Inherited IRA or 401(k) Work?
May 5, 2021
So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
Your Estate Planning Checklist for 2021
January 28, 2021
Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
Options to Stretch Out IRA Distributions
November 24, 2020
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Inherited IRAs Require Careful Handling
August 27, 2020
One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give you a do-over.
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