Refinancing & Your Estate Plan
The mortgage business is still booming in many parts of the country. While interest rates have begun to climb again, they remain low,...
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Robert P. Newman, Esq.
Jul 1, 20225 min read
Planning for your Vacation Property
This is the time of year when many people begin that trek to their vacation homes. According to the National Association of Home...
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Robert P. Newman, Esq.
Apr 21, 20227 min read
Leaving an Inheritance to Your Grandchildren
The best way to leave an inheritance for grandchildren depends on numerous circumstances including the family's finances and stability.
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Robert P. Newman, Esq.
Apr 18, 20225 min read
Value of Stay-at-Home Parents?
Stay-at-home parents provide valuable non-financial contributions to their families. How would the family survive without that parent?
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Robert P. Newman, Esq.
Apr 13, 20226 min read
A Trust or an LLC, What is the Difference?
Whether a trust or an LLC is a better choice may depend on the type of asset, but you do not necessarily have to choose between the two.
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Robert P. Newman, Esq.
Apr 6, 20213 min read
Creditors and Your IRA
The bottom line is that a properly drafted SRT is often your best option for protecting your retirement accounts after you die.
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Robert P. Newman, Esq.
Apr 1, 20212 min read
Five Reasons to Protect Your Retirement Accounts Now
A special trust called a standalone retirement trust ("SRT") can protect inherited retirement accounts from your beneficiaries’ creditors.
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Robert P. Newman, Esq.
Mar 16, 20215 min read
Your Timeshare: What to do with it?
When it comes to your estate planning, how should you handle your timeshare?
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Robert P. Newman, Esq.
Feb 4, 20214 min read
The Top Ten Myths About Risks for Alzheimer's Disease
Polling shows the number one worry for Americans as they age is memory loss, outpacing fears of insufficient funds, and loneliness. The...
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Robert P. Newman, Esq.
Oct 13, 20207 min read
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
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