How to Pick a Trustee, an Agent Under a Power of Attorney and an Executor
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While the term fiduciary is a legal term with a rich history, it generally means someone who is legally obligated to act in another...
Robert P. Newman, Esq.
- Aug 14, 2018
- 2 min
BACK-TO-SCHOOL PREPARATION: MORE THAN SCHOOL SUPPLIES
Use This Time to Revisit The Parts of Your Estate Plan That Impact Your Children Most With all the considerations about your children’s...
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Robert P. Newman, Esq.
- Aug 13, 2018
- 2 min
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.
- Aug 9, 2018
- 3 min
Steps For Starting the End-of-Life Conversation
Death and taxes. No one ever really want to discuss either, especially not discuss death and dying. And yet, it is a critical time in...
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Robert P. Newman, Esq.
- Aug 6, 2018
- 3 min
Avoid These Common, Expensive Mistakes - Part Two
How to Leave Assets to Adult Children When considering how to leave assets to adult children, the first step is to decide how much each...
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Robert P. Newman, Esq.
- Jul 30, 2018
- 3 min
Avoid These Common, Expensive Mistakes - Part One
How to Leave Assets to Minor Children Most parents want to make sure their children are provided for in the event something happens to...
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Robert P. Newman, Esq.
- Jul 26, 2018
- 3 min
Give Your Employees the Business - Business Owner Series - Part IV of IV
Retiring from your business can a tough decision. To ensure that what you have built continues on, there needs to be a plan for...
5
Robert P. Newman, Esq.
- Jul 23, 2018
- 3 min
Why Not Create Your Own Estate Planning Documents?
There are many software programs, as well as websites, that sell do-it-yourself estate planning documents. These websites and form tools...
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Robert P. Newman, Esq.
- Jul 19, 2018
- 4 min
Retirement Planning for Business Owners - Business Owner Series Part III of IV
We all know there are differences between employer and employee. Well, have you ever considered how those differences impact retirement...
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Robert P. Newman, Esq.
- Jul 16, 2018
- 3 min
Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves
Baby boomers - we are the first generation tasked with the responsibility of planning for and funding their golden years. This...
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Robert P. Newman, Esq.
- Jul 12, 2018
- 2 min
Passing Along a Benefit, Not a Burden - Business Owner Series Part II of IV
Incapacity planning for business owners is an indispensable component of your plan. Most business owners have their estate planning...
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Robert P. Newman, Esq.
- Jul 10, 2018
- 3 min
Tax Cuts and Jobs Act Planning Window is Now!
Like all things, tax laws are constantly changing. Together, we need to respond quickly and strategically to the new developments in the...
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