What to Include in a Letter of Instruction
After your death, a letter of instruction will give your loved ones important information about personal and financial matters.
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Robert P. Newman, Esq.
- Aug 1
- 3 min
Prepare a Letter of Instructions
A letter of instruction is a valuable part of your estate plan and can help your loved ones manage important information about you.
2
Robert P. Newman, Esq.
- Jul 27
- 2 min
Inheritances and Medicaid: Be Careful, Plan Ahead
Costly mistakes can be made when it comes to inheritances and Medicaid.
22
Robert P. Newman, Esq.
- Jul 5
- 6 min
PayPal, Apple Pay, Venmo: What about your Digital Assets?
What happens to your Venmo, PayPal, and Apple Pay accounts at your death?
20
Robert P. Newman, Esq.
- Jun 30
- 5 min
Planning a Cookout Is Like Planning Your Estate
For many, July 4th weekend signals the beginning of summer and enjoying warm-weather activities, including backyard barbecues with...
24
Robert P. Newman, Esq.
- Jun 27
- 4 min
Are All Trusts the Same?
Living, Testamentary, and Constructive Trusts. In this article, we hope to clarify some of the different types so that when you encounter
8
Robert P. Newman, Esq.
- Jun 20
- 5 min
Beneficiary Designations: Some Pitfalls
Beneficiary designations can have serious unintended consequences. Make sure your estate planning strategies leave your intended legacy.
57
Robert P. Newman, Esq.
- Jun 15
- 5 min
Recently Unemployed? Three Things You Must Do to Protect Your Family
If you are dealing with a job loss, you can transform a crisis into an opportunity to take steps to protect yourself and your family.
0
Robert P. Newman, Esq.
- Jun 12
- 3 min
There is a Trust. Why is Probate Needed?
Why open probate if there is a trust?
9
Robert P. Newman, Esq.
- Jun 8
- 5 min
Single Parent? You Need a Plan!
If you have a minor child(ren) who depends on you for their survival, you need to make sure that they will be cared for if you are ever...
4
Robert P. Newman, Esq.
- Feb 28
- 4 min
Spring Break Checklist. Yes, Spring Break!
Rated 5 out of 5 stars.
(1)Here are a few important reminders, whether you are traveling or enjoying a staycation for your spring break.
54
Robert P. Newman, Esq.
- Feb 23
- 4 min
Have You Thought Through Your Retirement Plans?
Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work and can now focus your...
37
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