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Nov 19, 20197 min read

Death of a Loved One - Part II

Last month, I posted a brief overview of the steps to take after a loved one has died. I tried to be as sensitive as possible and not go...

Nov 12, 20194 min read

Who is On Your Team?

Successful estate planning requires more than just you. You need to have a strong team, working together toward a common goal: you!

Nov 11, 20193 min read

Military Families and Estate Planning

Military families carry so many burdens. As a result, military families need to consider special estate-planning issues that others do not.

Nov 5, 20193 min read

Why Siblings Should Never Be Appointed as Trustees

Think long and hard before putting one child in the position of being a trustee for their sibling(s). Too many clients insist on ignoring

Oct 15, 20194 min read

A Loved One Has Died - What Now?

There are some steps that should be taken soon after the loss of your loved one, although most things do not need to be done immediately. We

Oct 8, 20194 min read

Estate Planning Awareness Week

Estate Planning Awareness Week is a great opportunity not only to take steps to make sure your own estate plan is up to date, but also to ta

Oct 4, 20195 min read

Adopt-a-Dog Month - Love Them Today and

Although many pet owners consider their pets as members of their family, they often neglect to include their pets in their estate planning.

Oct 1, 20192 min read

What to Do If You are Appointed Trustee

People named as trustees are considered in law as “fiduciaries.” “Fiduciary” stems from the Latin for “trust.” To merit that trust, you must

Sep 24, 20195 min read

Do I Need a Trust?

Today, I am providing information to help you figure out whether you need a trust and, if so, what kind fits your specific situation.

Sep 10, 20196 min read

Beneficiary Designations

There are several important factors you should consider before making a beneficiary designation for your life insurance proceeds.

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