Estate Planning

Estate Planning Terms You Need to Know

To help you get comfortable with estate planning, below are some important terms you should know as you think about your own estate plan.

Wealth Transfer Strategies to Consider in this Election Year

Robert P. Newman, Esq.

Oct 13
7 min

Wealth Transfer Strategies to Consider in this Election Year

With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes

Robert P. Newman, Esq.

Oct 6
4 min

Owning Real Estate

The ideal form of ownership varies depending on the type of real estate you own. Therefore, it is important to have the right advisors.

Robert P. Newman, Esq.

Sep 29
3 min

The Probate Attorney...

Does the Probate Attorney Represent the Personal Representative, the Estate, or the Beneficiaries? The answer to that question depends.

Robert P. Newman, Esq.

Sep 21
4 min

Tips for Divvying Up Personal Property

It is important your personal items, sentimental or valuable, be distributed the way you want when you die.

Robert P. Newman, Esq.

Sep 1
4 min

Estate Planning for Snowbirds

If you are thinking about heading for warmer weather this winter, there are a few things you should consider before hitting the road.

Protection from Bad Decisions - Discretionary Trusts

Robert P. Newman, Esq.

Aug 18
2 min

Protection from Bad Decisions - Discretionary Trusts

Consider using discretionary trusts for the benefit of each of your beneficiaries.

Robert P. Newman, Esq.

Aug 11
3 min

Personal Property Memorandum

A personal property memorandum is designed to cover who should receive items owned that do not have an official title record.

Robert P. Newman, Esq.

Jul 28
3 min

Estate Planning is for You II

What kind of guidance do you give your Agent if you are unable to make the decision for yourself? Where do you draw the line? Who draws the

Robert P. Newman, Esq.

Jul 23
3 min

Estate Planning is for You

Short of being utterly destitute, you have an estate, and planning for it helps to protect yourself, your family, and your loved ones.

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Law Office of Robert P. Newman, P.C.

Estate Planning · Elder Law · Probate · Business Planning

Estate Planning Terms You Need to Know

Wealth Transfer Strategies to Consider in this Election Year

Owning Real Estate

The Probate Attorney...

Tips for Divvying Up Personal Property

Estate Planning for Snowbirds

Protection from Bad Decisions - Discretionary Trusts

Personal Property Memorandum

Estate Planning is for You II

Estate Planning is for You