Posts in 2017

Jun 07 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 ...

Apr 06 Steven M. Adler's NAEPC Accreditation

Recently, our founding attorney Steven M. Adler was accredited by the National Organization of Professional Estate Planners ...

Mar 30 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 ...

Feb 14 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 ...

Feb 14 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 ...