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Category: Estate Planning

Estate planning services refer to the process of managing and distributing one's assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

Why Don’t Most American have an Estate Plan?

By: Nick Leydorf
medical POA
Just 34% of adult Americans have an estate plan and 37% of respondents said they didn't have a plan at the ready.
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Posted on: November 2, 2022 |
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Should I List Beneficiaries on my Life Insurance?

By: Nick Leydorf
Here are three smart moves to make when picking (or adjusting) your life insurance beneficiaries.
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Posted on: November 1, 2022 |
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Estate Planning for Changing Economic Times

By: Nick Leydorf
One goal of estate planning is to bring some certainty to a multitude of variables. Recent increases in inflation, interest rates and market volatility, however, are causing some experts to reassess their options.
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Posted on: October 31, 2022 |
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How Do I Ask My Parents About Their Estate Plan?

By: Nick Leydorf
Before approaching the subject of the will, you need to consider that the loved one may be guarded and resistant to talk about it.
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Posted on: October 28, 2022 |
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What Happens when You Inherit a Retirement Account?

By: Nick Leydorf
There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s and similar accounts that investors fund with pre-tax earnings.
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Posted on: October 27, 2022 |
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How Does an Irrevocable Life Insurance Trust Work?

By: Nick Leydorf
Life insurance is often a cornerstone of a comprehensive estate plan, particularly when an estate consists of largely illiquid assets.
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Posted on: October 26, 2022 |
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Top 10 Success Tips for Estate Planning

By: Nick Leydorf
Leydorf Law Firm portfolio book
Estate planning is one of the most important steps you can take for yourself and your loved ones.
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Posted on: October 25, 2022 |
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Estate Planning Considerations for Minor Children

By: Nick Leydorf
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
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Posted on: October 24, 2022 |
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How Can an Elder Law Attorney Help Me?

By: Nick Leydorf
With an elder care lawyer by your side, handling issues associated with Medicaid and Medicare is easy.
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Posted on: October 22, 2022 |
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What Did George Harrison Leave to His Sister in His Estate Plan?

By: Nick Leydorf
holding hands with an elderly loved-one
George Harrison and his older sister Louise were close, even though they had a falling out in the 1990s. Before his death, they reconciled, so Louise was surprised when she got the news that she would no longer be receiving anything from his estate.
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Posted on: October 21, 2022 |
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