Blog Posts in 2017

  • 7 Common Mistakes To Avoid When Naming Life Insurance Beneficiaries

    || 7-Jun-2017

    When you buy a life insurance policy, you should name a beneficiary. The beneficiary to whom the proceeds would be paid first is called the Primary Beneficiary. The secondary or Contingent Beneficiary is the person who would be paid the proceeds if the Primary Beneficiary predeceases. This sounds simple, but designating life insurance beneficiaries can be tricky and when mistakes are made they may ...
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  • Steven M. Adler's NAEPC Accreditation

    || 6-Apr-2017

    Recently, our founding attorney Steven M. Adler was accredited by the National Organization of Professional Estate Planners (NAEPC). The NAEPC is a national network of affiliated estate planning councils and credentialed professionals who have come together to achieve estate planning excellence. It helps establish and monitor the highest professional and educational standards among estate planning ...
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  • Executor News Letter

    || 30-Mar-2017

    So you were named to serve as an Executor … now what? An Executor of an estate has many duties beginning at the moment the testator dies and continuing until all beneficiaries have been paid and the estate is closed. Depending on the size of the estate and challenges which may be present, an executor’s role could continue for years. Most Executors will hire an Estate Attorney to help ...
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  • Added Peace of Mind

    || 14-Feb-2017

    While the importance of setting up at trust to take care of the future needs of a loved one, sometimes the work and fees that are associated with it make it prohibitive for some families. In these instances, however, there is still another option: Pooled Trusts. A pooled trust makes sound financial sense for those families for whom setting up an individual supplemental needs trust not be an ...
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  • EP Under Trump

    || 14-Feb-2017

    Just when it seemed as though the federal estate and gift tax laws were pretty much settled, enter Donald Trump as President and a Republican majority in both houses of Congress. Mr. Trump’s election brings about the potential for significant changes in federal estate and gift taxes. Currently, there is a $5,490,000 per person federal estate and gift tax exemption (increased from $5,450,000 ...
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