Life Events Requiring an Immediate Estate Plan Update?
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon...
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Robert P. Newman, Esq.
Sep 25, 20183 min read
Joint Tenancy May Not Be Right for Newlyweds
If you are recently married or have been married and are acquiring additional assets, know that you have options when it comes to how the...
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Robert P. Newman, Esq.
Sep 13, 20183 min read
Estate Planning For the Newly Married
Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you have...
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Robert P. Newman, Esq.
Sep 4, 20183 min read
Who Should Be Your Successor Trustee?
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs....
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Robert P. Newman, Esq.
Aug 30, 20182 min read
How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs -...
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Robert P. Newman, Esq.
Aug 16, 20183 min read
How to Pick a Trustee, an Agent Under a Power of Attorney and an Executor
While the term fiduciary is a legal term with a rich history, it generally means someone who is legally obligated to act in another...
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Robert P. Newman, Esq.
Aug 13, 20182 min read
Do You Know Your Estate Planning Cast of Characters?
Regardless of your family situation, a lack of adequate estate planning can have major consequences in your life and those you love.
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Robert P. Newman, Esq.
Jun 19, 20183 min read
The Brady Bunch: Beneficiary Designations and a Blended Family
Remember the Brady Bunch? Everything in their life always seemed to work out just fine in the end. But, what would have happened if one...
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Robert P. Newman, Esq.
May 22, 20182 min read
Wills vs. Trusts: Take Control of Your Wealth Distribution!
You work hard for your money and want to ensure that your wealth distribution goes according to your wishes upon death. Sadly, many...
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Robert P. Newman, Esq.
Feb 27, 20182 min read
Even Vampires Need Estate Planning
Yes, even the undead need an estate plan. After you stop laughing you need to hear me out. As we have learned from the likes of The...
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