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Estate Planning Blog

Estate Plan, Powers of Attorney, Will, Grantors, Assets, Inherit, Succession Plan, Tax Liabilities, Witness, Trigger Event, Beneficiary, Executor
Estate Planning

What Happens When Inheritances are Unequal?

Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.

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Estate Planning
Estate Planning

What Is a Living Will?

The financial consequences of a diagnosis of Alzheimer’s disease or any one of the rarer dementias can easily fall to the family of the patient. In any diagnosis that includes declining mental health, it’s important to get one’s financial house in order.

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