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Listen Now:  Estate Planning in Second Marriages - With Guest Steven Adler
Listen Now: Estate Planning in Second Marriages - With Guest Steven Adler

In this episode, you’ll learn: The most common estate planning issues couples face in second marriages How couples may benefit from including a trust in their estate plan What tasks newlyweds in a second marriage should address early on The difference between a will and a ...

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Recent Posts
  • Listen Now: Estate Planning in Second Marriages - With Guest Steven Adler

    In this episode, you’ll learn: The most common estate planning issues couples face in second marriages How couples may benefit from including a trust in their estate plan What tasks newlyweds in a ...

    Read More
  • 7 Common Mistakes To Avoid When Naming Life Insurance Beneficiaries

    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 ...

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  • Steven M. Adler's NAEPC Accreditation

    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 ...

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  • Executor News Letter

    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 ...

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  • Added Peace of Mind

    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 ...

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  • EP Under Trump

    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 ...

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