Your estate plan is only as effective as the people you choose to help you carry it out. Choose wisely and organize your financial information in ways … [Read more...] about Recordkeeping
By Jeffery J. McKenna Retirement accounts such as IRAs, Keoghs, 401(k)s and 403(b)s present special estate planning … [Read more...] about “Inheriting Retirement Accounts”
By Jeffery J. McKenna In doing estate planning, it is essential to plan not only for death -- but for life. Lifetime planning involves … [Read more...] about Estate Planning for Life
By Jeffery J. McKenna Getting your affairs in order creates a sense of peace. This can be especially true given the current uncertainties. Here … [Read more...] about Estate planning in uncertain times
Getting married and blending families is tough. Doing proper estate planning for a “yours, mine and ours” family presents many special challenges. … [Read more...] about Estate planning for blended families
Whether you have been together for a short time or a long time, you will most likely go through a period of emotional and financial stress after … [Read more...] about Are you prepared to live alone?
Thanksgiving brings great memories. As a young boy growing up, I loved meeting at grandma’s house on 21st Street in old Las Vegas. We crammed … [Read more...] about Gratitude and Estate Planning
Even if your children are grown with families of their own, you can probably remember scenes of sibling rivalry when they were younger. In some … [Read more...] about ‘An estate is more than just money’
"Cost basis" is a term unfamiliar to most. Estate planning lawyers and accountants use it a lot, but what does it mean? Cost basis is used to … [Read more...] about What is “step-up in tax basis”?
A topic that seems rarely to be addressed by the media, but which has serious consequences, is elder abuse. Caring for frail older people is a very … [Read more...] about Elder abuse