Category: Estate Planning Briefs


Should you name a trust as IRA beneficiary?

An IRA is a popular vehicle to save for retirement, and it can also be a powerful estate planning tool. Some people designate a trust as beneficiary of their IRAs, but is that a good idea? The answer: possibly.

IRA benefits

The … Read More »

November 15th

Estate Planning Briefs. Comments Off on Should you name a trust as IRA beneficiary?


Intellectual property requires careful estate planning

If your estate includes forms of intellectual property (IP), such as patents and copyrights, it’s important to know how to address them in your estate plan. Although these intangible assets can have great value, in many ways they’re treated differently … Read More »

November 1st

Estate Planning Briefs. Comments Off on Intellectual property requires careful estate planning


Take caution when including employees in your estate plan

If you’re the owner of a small business, you may think of your tight-knit group of employees as a family. If you wish to include them as beneficiaries in your estate plan, it’s critical to be aware of possible unintended … Read More »

October 25th

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Tenancy-in-common: A versatile estate planning tool

If you hold significant real estate investments, tenancy-in-common (TIC) ownership can be a powerful, versatile estate planning tool. A TIC interest is an undivided fractional interest in property. The property isn’t split into separate parcels. Rather, each TIC owner has … Read More »

October 18th

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Turn down an inheritance using a qualified disclaimer

If you are about to receive an inheritance from a family member, you can use a qualified disclaimer to refuse the bequest. The assets will then bypass your estate and go directly to the next beneficiary in line. It’s as … Read More »

October 11th

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Educate your children on wealth management

If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting legacy to your children and future generations. Educating your children about saving, investing and other money management skills can help keep your … Read More »

October 4th

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Retiring abroad? Review your estate plan before making the move

If you dream of spending your golden years in a tropical paradise, a culture-rich European city or another foreign locale, it’s important to understand the potential tax and estate planning implications. If you don’t, you could be hit with some … Read More »

September 27th

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Two ways to transfer a family business

For many people, a family-owned business is their primary source of wealth, so it’s critical to plan carefully for the transition of ownership from one generation to the next.

The best approach depends on your particular circumstances. If your net worth … Read More »

September 20th

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For unmarried couples, estate planning is indispensable

When married couples neglect to prepare an estate plan, state intestacy laws step in to help provide financial security for the surviving spouse. It may not be the plan they would have designed, but at least it offers some measure … Read More »

September 13th

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Is a significant portion of your wealth concentrated in a single stock?

Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfer to the next generation. One of the best ways to reduce your investment risk is … Read More »

September 6th

Estate Planning Briefs. Comments Off on Is a significant portion of your wealth concentrated in a single stock?

HOBERMAN & LESSER, LLP